+2.1%
WH price history and return analytics
+58.5%
-56.5%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | -1.6% |
| 7D | +1.4% | +2.9% | -1.5% | -1.5% |
| 30D | +7.5% | -2.5% | +10.0% | +10.4% |
| 3M | +7.3% | -3.3% | +10.6% | +11.0% |
| 6M | -2.4% | +1.5% | -3.9% | -4.4% |
| YTD | +6.3% | +11.4% | -5.1% | -6.0% |
| 1Y | +10.2% | +11.9% | -1.7% | -3.2% |
| 3Y | +9.2% | +73.9% | -64.7% | -41.0% |
| 5Y | +2.1% | +57.9% | -55.8% | -35.0% |
| All | +2.1% | +58.5% | -56.5% | -35.0% |
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 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