-68.1%
WHR price history and return analytics
+221.4%
-289.5%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.5% | -3.8% | -3.7% |
| 7D | -0.9% | +1.0% | -1.9% | -2.1% |
| 30D | -13.1% | -0.2% | -12.9% | -12.8% |
| 3M | -4.9% | +4.5% | -9.5% | -9.9% |
| 6M | -36.0% | +14.1% | -50.1% | -45.6% |
| YTD | -47.2% | +14.8% | -61.9% | -55.5% |
| 1Y | -59.6% | +21.2% | -80.8% | -68.2% |
| 3Y | -67.8% | +76.6% | -144.3% | -84.1% |
| 5Y | -77.8% | +66.6% | -144.4% | -88.2% |
| 10Y | -68.1% | +222.3% | -290.4% | -92.6% |
| All | -68.1% | +221.4% | -289.5% | -92.6% |
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