+9.1%
WHF price history and return analytics
+53.4%
-44.4%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.2% | +1.6% | +1.7% |
| 7D | +5.3% | -2.3% | +7.6% | +6.3% |
| 30D | +23.8% | -5.0% | +28.8% | +26.3% |
| 3M | +33.0% | -4.9% | +37.9% | +35.6% |
| 6M | +20.8% | -1.5% | +22.4% | +21.4% |
| YTD | +36.9% | +8.5% | +28.4% | +32.0% |
| 1Y | +37.5% | +11.4% | +26.1% | +31.1% |
| 3Y | +10.4% | +70.1% | -59.7% | -12.4% |
| All | +9.1% | +53.4% | -44.4% | -16.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling