-44.9%
WDH price history and return analytics
+53.4%
-98.3%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.8% | +0.8% |
| 7D | +1.0% | -2.3% | +3.3% | +2.8% |
| 30D | +2.0% | -5.0% | +7.0% | +6.1% |
| 3M | +4.1% | -4.9% | +8.9% | +8.1% |
| 6M | -34.6% | -1.5% | -33.0% | -34.0% |
| YTD | -44.2% | +8.5% | -52.7% | -48.1% |
| 1Y | -33.4% | +11.4% | -44.7% | -39.3% |
| 3Y | -2.5% | +70.1% | -72.6% | -36.5% |
| All | -44.9% | +53.4% | -98.3% | -58.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling