-2.5%
WDH vs VT
+69.7%
-72.3%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.8% | +0.8% |
| 7D | +1.0% | -2.3% | +3.3% | +2.7% |
| 30D | +2.0% | -5.0% | +7.0% | +5.9% |
| 3M | +4.1% | -4.9% | +8.9% | +7.9% |
| 6M | -34.6% | -1.5% | -33.0% | -34.0% |
| YTD | -44.2% | +8.5% | -52.7% | -48.1% |
| 1Y | -33.4% | +11.4% | -44.7% | -39.2% |
| 3Y | -2.5% | +70.1% | -72.6% | -21.7% |
| All | -2.5% | +69.7% | -72.3% | -21.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling