+110.4%
WHF price history and return analytics
+223.1%
-112.6%
-57.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.2% | +0.2% |
| 7D | +0.4% | +0.4% | 0.0% | +0.1% |
| 30D | +8.4% | +1.0% | +7.4% | +7.6% |
| 3M | +4.6% | +2.4% | +2.2% | +2.5% |
| 6M | +7.3% | +12.0% | -4.7% | -2.1% |
| YTD | +9.6% | +15.3% | -5.7% | -2.3% |
| 1Y | -4.6% | +22.6% | -27.2% | -19.0% |
| 3Y | -15.8% | +74.7% | -90.4% | -47.2% |
| 5Y | -12.3% | +66.1% | -78.4% | -43.5% |
| All | +110.4% | +223.1% | -112.6% | -23.1% |
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