-14.3%
WEST price history and return analytics
+57.0%
-71.3%
-74.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.5% |
| 7D | -7.2% | +2.4% | -9.6% | -8.7% |
| 30D | +3.3% | -1.5% | +4.8% | +4.2% |
| 3M | -0.7% | -4.1% | +3.4% | +1.8% |
| 6M | -0.5% | +0.6% | -1.0% | -1.7% |
| YTD | +104.9% | +11.0% | +93.9% | +90.0% |
| 1Y | +92.6% | +13.3% | +79.3% | +75.9% |
| 3Y | +14.6% | +73.4% | -58.8% | -13.0% |
| All | -14.3% | +57.0% | -71.3% | -35.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling