-88.3%
WDH vs VT
+72.1%
-160.4%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.7% | -0.7% | -0.5% |
| 7D | +1.0% | -0.3% | +1.3% | +1.3% |
| 30D | +1.0% | -1.4% | +2.5% | +2.3% |
| 3M | -3.6% | -1.4% | -2.3% | -2.5% |
| 6M | -34.1% | +5.5% | -39.6% | -37.5% |
| YTD | -44.2% | +12.8% | -57.1% | -50.3% |
| 1Y | -36.6% | +15.4% | -52.0% | -44.5% |
| 3Y | -0.4% | +76.9% | -77.3% | -41.2% |
| 5Y | -46.7% | +60.4% | -107.1% | -61.3% |
| All | -88.3% | +72.1% | -160.4% | -93.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling