+129.3%
WEST price history and return analytics
+10.5%
+118.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.3% | +0.2% | -13.5% | -13.4% |
| 7D | -9.5% | -2.3% | -7.1% | -8.4% |
| 30D | +10.0% | -5.0% | +15.0% | +13.0% |
| 3M | +11.1% | -4.9% | +16.0% | +14.0% |
| 6M | +48.1% | -1.5% | +49.6% | +47.3% |
| YTD | +120.9% | +8.5% | +112.4% | +115.8% |
| 1Y | +129.3% | +11.4% | +118.0% | +128.8% |
| All | +129.3% | +10.5% | +118.8% | +128.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling