+152.0%
WHF price history and return analytics
+221.8%
-69.8%
-57.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.4% |
| 7D | -1.5% | +2.4% | -3.9% | -3.3% |
| 30D | +14.0% | -1.5% | +15.5% | +15.1% |
| 3M | +23.0% | -4.1% | +27.1% | +26.7% |
| 6M | +24.9% | +0.6% | +24.3% | +23.7% |
| YTD | +34.8% | +11.0% | +23.8% | +23.3% |
| 1Y | +43.8% | +13.3% | +30.5% | +29.3% |
| 3Y | +8.8% | +73.4% | -64.6% | -32.0% |
| 5Y | +7.4% | +57.4% | -50.0% | -27.9% |
| All | +152.0% | +221.8% | -69.8% | -4.0% |
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 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