-0.1%
WST price history and return analytics
+57.0%
-57.1%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.5% | +1.5% |
| 7D | +4.2% | +2.4% | +1.9% | +2.0% |
| 30D | +11.2% | -1.5% | +12.7% | +12.7% |
| 3M | +20.4% | -4.1% | +24.5% | +24.8% |
| 6M | +37.9% | +0.6% | +37.3% | +36.2% |
| YTD | +51.8% | +11.0% | +40.8% | +36.0% |
| 1Y | +56.6% | +13.3% | +43.3% | +37.5% |
| 3Y | +24.2% | +73.4% | -49.2% | -32.1% |
| All | -0.1% | +57.0% | -57.1% | -42.1% |
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