-20.0%
WEST price history and return analytics
+67.4%
-87.5%
-74.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | -3.1% | +0.4% | -3.6% | -3.4% |
| 30D | -5.4% | +1.0% | -6.3% | -6.0% |
| 3M | +3.2% | +2.4% | +0.8% | +1.2% |
| 6M | +90.9% | +12.0% | +78.9% | +76.3% |
| YTD | +90.4% | +15.3% | +75.1% | +72.6% |
| 1Y | +43.0% | +22.6% | +20.4% | +24.5% |
| 3Y | -22.4% | +74.7% | -97.1% | -42.0% |
| All | -20.0% | +67.4% | -87.5% | -41.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling