+41.3%
WHWK vs VT
+12.5%
+28.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.5% | -3.9% | -3.7% |
| 7D | -0.6% | -0.1% | -0.5% | -0.4% |
| 30D | -12.5% | -3.1% | -9.4% | -8.7% |
| 3M | -32.3% | -3.5% | -28.8% | -28.9% |
| 6M | -22.4% | +0.5% | -22.9% | -22.6% |
| YTD | +27.3% | +10.8% | +16.5% | +5.2% |
| 1Y | +41.3% | +11.9% | +29.4% | +13.9% |
| All | +41.3% | +12.5% | +28.8% | +13.9% |
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