-88.0%
WDH price history and return analytics
+75.0%
-163.0%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.5% | +5.4% | +5.3% |
| 7D | +9.6% | +1.0% | +8.6% | +8.7% |
| 30D | +7.0% | -0.2% | +7.2% | +7.2% |
| 3M | -23.6% | +4.5% | -28.1% | -26.8% |
| 6M | -37.4% | +14.1% | -51.5% | -44.6% |
| YTD | -42.7% | +14.8% | -57.4% | -49.6% |
| 1Y | -42.7% | +21.2% | -63.9% | -52.0% |
| 3Y | -12.6% | +76.6% | -89.2% | -48.2% |
| 5Y | -67.2% | +66.6% | -133.8% | -77.7% |
| All | -88.0% | +75.0% | -163.0% | -92.9% |
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 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