-70.3%
WDH vs VT
+66.2%
-136.5%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | 0.0% | +2.0% | +2.0% |
| 7D | +2.7% | +0.4% | +2.3% | +2.4% |
| 30D | +2.0% | +1.0% | +1.0% | +1.2% |
| 3M | -29.2% | +2.4% | -31.5% | -30.7% |
| 6M | -41.7% | +12.0% | -53.7% | -47.1% |
| YTD | -45.3% | +15.3% | -60.7% | -51.7% |
| 1Y | -42.9% | +22.6% | -65.5% | -52.0% |
| 3Y | -29.9% | +74.7% | -104.5% | -55.9% |
| All | -70.3% | +66.2% | -136.5% | -79.3% |
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