+155.1%
WHF price history and return analytics
+224.4%
-69.2%
-57.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.1% | +2.8% | +3.1% |
| 7D | -1.2% | -0.7% | -0.5% | -0.8% |
| 30D | +16.6% | -1.7% | +18.4% | +18.0% |
| 3M | +23.8% | -2.3% | +26.1% | +25.7% |
| 6M | +25.0% | +1.5% | +23.5% | +22.9% |
| YTD | +36.6% | +12.0% | +24.6% | +24.1% |
| 1Y | +42.1% | +12.9% | +29.3% | +28.3% |
| 3Y | +10.8% | +74.9% | -64.2% | -31.2% |
| 5Y | +7.8% | +59.9% | -52.1% | -28.6% |
| 10Y | +155.1% | +224.6% | -69.5% | -3.1% |
| All | +155.1% | +224.4% | -69.2% | -3.1% |
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