+108.7%
WHF price history and return analytics
+221.4%
-112.8%
-57.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.5% |
| 7D | +0.3% | +1.0% | -0.7% | -0.5% |
| 30D | +3.8% | -0.2% | +4.1% | +4.0% |
| 3M | +5.4% | +4.5% | +0.8% | +1.7% |
| 6M | +1.8% | +14.1% | -12.3% | -8.4% |
| YTD | +8.7% | +14.8% | -6.1% | -2.8% |
| 1Y | -5.4% | +21.2% | -26.6% | -18.9% |
| 3Y | -15.0% | +76.6% | -91.5% | -47.2% |
| 5Y | -12.6% | +66.6% | -79.2% | -44.0% |
| 10Y | +108.7% | +222.3% | -113.6% | -23.5% |
| All | +108.7% | +221.4% | -112.8% | -23.5% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling