-80.4%
WYHG vs VT
+32.8%
-113.2%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.3% | -2.1% | -2.3% |
| 7D | -13.3% | +2.4% | -15.6% | -13.7% |
| 30D | +9.2% | -1.5% | +10.7% | +9.5% |
| 3M | -39.1% | -4.1% | -35.0% | -39.1% |
| 6M | +8.1% | +0.6% | +7.6% | +7.7% |
| YTD | +51.4% | +11.0% | +40.3% | +50.1% |
| 1Y | +19.3% | +13.3% | +5.9% | +18.1% |
| All | -80.4% | +32.8% | -113.2% | -80.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling