+37.2%
WHWK vs VT
+13.3%
+23.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.7% | -0.7% |
| 7D | -6.9% | -1.6% | -5.3% | -4.7% |
| 30D | -16.2% | -2.5% | -13.7% | -13.1% |
| 3M | -21.7% | -1.3% | -20.4% | -20.2% |
| 6M | -22.3% | +3.1% | -25.4% | -25.0% |
| YTD | +28.1% | +10.9% | +17.2% | +4.4% |
| All | +37.2% | +13.3% | +23.9% | +4.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling