+49.3%
WH vs VT
+144.5%
-95.2%
-66.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | +8.4% | -1.6% | +10.0% | +10.5% |
| 30D | +10.2% | -2.5% | +12.6% | +13.6% |
| 3M | +5.7% | -1.3% | +7.0% | +7.3% |
| 6M | -1.0% | +3.1% | -4.1% | -5.2% |
| YTD | +6.5% | +10.9% | -4.5% | -7.2% |
| 1Y | +8.9% | +12.1% | -3.1% | -6.4% |
| 3Y | +12.4% | +73.9% | -61.5% | -44.4% |
| 5Y | +3.3% | +58.0% | -54.6% | -41.6% |
| All | +49.3% | +144.5% | -95.2% | -52.2% |
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