-70.6%
WHR price history and return analytics
+223.7%
-294.3%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +2.6% | +1.8% | +1.2% |
| 7D | +0.9% | +0.4% | +0.5% | +0.5% |
| 30D | +10.6% | -2.6% | +13.2% | +14.2% |
| 3M | -26.3% | -3.2% | -23.1% | -23.3% |
| 6M | -29.1% | +0.9% | -30.0% | -29.9% |
| YTD | -55.2% | +11.3% | -66.5% | -60.8% |
| 1Y | -51.6% | +14.0% | -65.6% | -58.9% |
| 3Y | -65.4% | +75.8% | -141.3% | -83.0% |
| 5Y | -81.6% | +57.8% | -139.4% | -89.5% |
| 10Y | -70.6% | +219.8% | -290.4% | -93.2% |
| All | -70.6% | +223.7% | -294.3% | -93.2% |
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