+11.1%
WH vs VT
+66.2%
-55.0%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.2% | +1.2% |
| 7D | -5.6% | +0.4% | -6.0% | -6.0% |
| 30D | -5.7% | +1.0% | -6.6% | -6.6% |
| 3M | -9.4% | +2.4% | -11.8% | -11.9% |
| 6M | -9.8% | +12.0% | -21.8% | -20.3% |
| YTD | -3.9% | +15.3% | -19.3% | -17.9% |
| 1Y | -14.9% | +22.6% | -37.5% | -32.2% |
| 3Y | -1.3% | +74.7% | -76.0% | -46.4% |
| All | +11.1% | +66.2% | -55.0% | -34.1% |
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