-91.3%
WSHP vs VT
+14.3%
-105.6%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.3% | +7.6% | +7.9% |
| 7D | +24.1% | +2.4% | +21.7% | +18.6% |
| 30D | -31.2% | -1.5% | -29.6% | -29.0% |
| 3M | -47.9% | -4.1% | -43.8% | -43.1% |
| 6M | -63.3% | +0.6% | -63.9% | -63.6% |
| YTD | -97.2% | +11.0% | -108.3% | -97.5% |
| All | -91.3% | +14.3% | -105.6% | -92.0% |
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