+21.1%
WST vs VT
+69.7%
-48.7%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.2% | +1.6% | +1.7% |
| 7D | -3.1% | -2.3% | -0.8% | -1.6% |
| 30D | +9.1% | -5.0% | +14.0% | +12.7% |
| 3M | +14.7% | -4.9% | +19.6% | +18.3% |
| 6M | +28.0% | -1.5% | +29.5% | +28.6% |
| YTD | +45.6% | +8.5% | +37.2% | +36.4% |
| 1Y | +45.7% | +11.4% | +34.3% | +33.9% |
| 3Y | +21.1% | +70.1% | -49.0% | -26.9% |
| All | +21.1% | +69.7% | -48.7% | -26.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 3y: compounded portfolio wealth divided by compounded VT 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…
3y analysis · Full analysis span regression · 6 months rolling