-7.2%
WEST price history and return analytics
+57.5%
-64.7%
-74.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.3% | +0.2% | -13.5% | -13.5% |
| 7D | -9.5% | -2.3% | -7.1% | -8.1% |
| 30D | +10.0% | -5.0% | +15.0% | +13.7% |
| 3M | +11.1% | -4.9% | +16.0% | +14.7% |
| 6M | +48.1% | -1.5% | +49.6% | +48.7% |
| YTD | +120.9% | +8.5% | +112.4% | +108.2% |
| 1Y | +129.3% | +11.4% | +118.0% | +111.9% |
| 3Y | +4.3% | +70.1% | -65.8% | -19.6% |
| 5Y | -7.6% | +53.7% | -61.3% | -29.5% |
| All | -7.2% | +57.5% | -64.7% | -29.2% |
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