+270.9%
WHD price history and return analytics
+158.2%
+112.7%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.2% |
| 7D | -1.7% | +1.0% | -2.7% | -3.0% |
| 30D | +2.6% | -0.2% | +2.8% | +2.9% |
| 3M | +17.3% | +4.5% | +12.8% | +10.3% |
| 6M | +39.6% | +14.1% | +25.6% | +15.6% |
| YTD | +53.3% | +14.8% | +38.5% | +26.0% |
| 1Y | +67.5% | +21.2% | +46.3% | +27.8% |
| 3Y | +30.0% | +76.6% | -46.5% | -40.4% |
| 5Y | +107.8% | +66.6% | +41.2% | +4.0% |
| All | +270.9% | +158.2% | +112.7% | +6.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling