+2,159.0%
WST vs VOO
+817.1%
+1,341.9%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.5% |
| 7D | +0.7% | +0.1% | +0.6% | +0.6% |
| 30D | -3.1% | +0.1% | -3.2% | -3.2% |
| 3M | +7.2% | +2.0% | +5.2% | +5.1% |
| 6M | +36.8% | +13.0% | +23.8% | +22.6% |
| YTD | +23.8% | +13.6% | +10.3% | +10.6% |
| 1Y | +37.8% | +20.1% | +17.7% | +17.2% |
| 3Y | -15.9% | +77.6% | -93.5% | -50.0% |
| 5Y | -25.8% | +82.4% | -108.3% | -56.8% |
| 10Y | +319.6% | +316.8% | +2.8% | +14.1% |
| All | +2,159.0% | +817.1% | +1,341.9% | +184.6% |
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