-88.5%
WDH price history and return analytics
+69.8%
-158.3%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.5% |
| 7D | 0.0% | +2.9% | -2.9% | -2.5% |
| 30D | -4.8% | -2.5% | -2.3% | -2.9% |
| 3M | +3.0% | -3.3% | +6.4% | +5.9% |
| 6M | -33.5% | +1.5% | -35.1% | -34.8% |
| YTD | -44.8% | +11.4% | -56.2% | -50.3% |
| 1Y | -35.6% | +11.9% | -47.6% | -42.3% |
| 3Y | +0.8% | +73.9% | -73.0% | -39.6% |
| 5Y | -44.3% | +57.9% | -102.2% | -58.9% |
| All | -88.5% | +69.8% | -158.3% | -93.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling