+229.5%
WHD vs VT
+150.5%
+78.9%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +1.3% |
| 7D | +12.3% | +2.9% | +9.4% | +8.1% |
| 30D | -3.6% | -2.5% | -1.1% | -0.3% |
| 3M | -14.5% | -3.3% | -11.2% | -10.6% |
| 6M | +8.4% | +1.5% | +6.9% | +6.0% |
| YTD | +36.2% | +11.4% | +24.8% | +16.5% |
| 1Y | +46.7% | +11.9% | +34.8% | +24.7% |
| 3Y | +43.8% | +73.9% | -30.1% | -32.5% |
| 5Y | +55.8% | +57.9% | -2.1% | -16.0% |
| All | +229.5% | +150.5% | +78.9% | -1.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling