-36.6%
WHG price history and return analytics
+222.7%
-259.2%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.3% | +0.3% |
| 7D | -2.2% | -0.1% | -2.0% | -2.0% |
| 30D | -2.0% | -0.7% | -1.3% | -1.4% |
| 3M | +7.1% | +4.0% | +3.1% | +2.5% |
| 6M | +20.6% | +12.3% | +8.3% | +6.2% |
| YTD | +10.9% | +14.0% | -3.1% | -3.8% |
| 1Y | +11.2% | +20.3% | -9.1% | -8.9% |
| 3Y | +110.7% | +75.4% | +35.2% | +13.4% |
| 5Y | +5.7% | +66.0% | -60.2% | -40.6% |
| 10Y | -36.6% | +228.2% | -264.8% | -84.4% |
| All | -36.6% | +222.7% | -259.2% | -84.4% |
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