-3.5%
WDH vs VT
+69.4%
-72.9%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.1% | +3.1% | +2.1% |
| 7D | -1.0% | -4.2% | +3.2% | +2.1% |
| 30D | +1.0% | -5.8% | +6.8% | +5.6% |
| 3M | +3.0% | -5.2% | +8.3% | +7.2% |
| 6M | -35.2% | +0.1% | -35.3% | -35.6% |
| YTD | -44.8% | +8.2% | -53.0% | -48.5% |
| 1Y | -36.8% | +10.1% | -46.9% | -41.9% |
| All | -3.5% | +69.4% | -72.9% | -22.4% |
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