-27.0%
WST vs VOO
+82.3%
-109.3%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.2% |
| 7D | -0.3% | +0.5% | -0.8% | -0.7% |
| 30D | -4.6% | -0.9% | -3.7% | -3.8% |
| 3M | +5.7% | +3.9% | +1.8% | +1.9% |
| 6M | +37.6% | +14.5% | +23.0% | +21.0% |
| YTD | +23.0% | +13.0% | +10.1% | +9.7% |
| 1Y | +33.8% | +19.4% | +14.4% | +13.2% |
| 3Y | -13.4% | +78.9% | -92.2% | -52.7% |
| 5Y | -27.0% | +82.3% | -109.2% | -61.7% |
| All | -27.0% | +82.3% | -109.3% | -61.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling