+2,645.1%
WST vs VOO
+806.9%
+1,838.2%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.2% | -1.0% |
| 7D | +1.1% | -0.9% | +2.0% | +1.9% |
| 30D | +12.4% | -2.3% | +14.7% | +14.6% |
| 3M | +17.6% | -1.2% | +18.7% | +18.5% |
| 6M | +28.3% | +3.3% | +24.9% | +24.1% |
| YTD | +50.5% | +12.3% | +38.2% | +35.5% |
| 1Y | +49.4% | +12.5% | +36.9% | +34.4% |
| 3Y | +21.9% | +79.2% | -57.3% | -28.4% |
| 5Y | +0.4% | +75.7% | -75.3% | -39.7% |
| 10Y | +451.5% | +313.7% | +137.8% | +50.7% |
| All | +2,645.1% | +806.9% | +1,838.2% | +248.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling