-83.3%
WSHP vs VT
+18.7%
-102.0%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | 0.0% | -2.9% | -2.9% |
| 7D | -4.7% | +0.4% | -5.2% | -5.6% |
| 30D | +2.6% | +1.0% | +1.7% | +0.5% |
| 3M | -25.3% | +2.4% | -27.7% | -28.4% |
| 6M | -69.9% | +12.0% | -81.9% | -77.2% |
| YTD | -94.7% | +15.3% | -110.0% | -95.5% |
| All | -83.3% | +18.7% | -102.0% | -85.8% |
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