+8.8%
WHF price history and return analytics
+74.0%
-65.2%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.5% |
| 7D | -1.5% | +2.4% | -3.9% | -2.4% |
| 30D | +14.0% | -1.5% | +15.5% | +14.6% |
| 3M | +23.0% | -4.1% | +27.1% | +24.9% |
| 6M | +24.9% | +0.6% | +24.3% | +24.5% |
| YTD | +34.8% | +11.0% | +23.8% | +29.1% |
| 1Y | +43.8% | +13.3% | +30.5% | +36.6% |
| 3Y | +8.8% | +73.4% | -64.6% | -11.8% |
| All | +8.8% | +74.0% | -65.2% | -11.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling