-25.4%
WST price history and return analytics
+66.2%
-91.6%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | +0.7% | +0.4% | +0.3% | +0.3% |
| 30D | -3.1% | +1.0% | -4.1% | -4.0% |
| 3M | +7.2% | +2.4% | +4.8% | +4.6% |
| 6M | +36.8% | +12.0% | +24.8% | +22.1% |
| YTD | +23.8% | +15.3% | +8.5% | +7.4% |
| 1Y | +37.8% | +22.6% | +15.2% | +12.6% |
| 3Y | -15.9% | +74.7% | -90.6% | -53.6% |
| All | -25.4% | +66.2% | -91.6% | -58.7% |
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