-84.2%
WHR price history and return analytics
+57.0%
-141.2%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.9% |
| 7D | -4.8% | +2.4% | -7.2% | -7.4% |
| 30D | +5.2% | -1.5% | +6.7% | +6.9% |
| 3M | -32.2% | -4.1% | -28.1% | -28.7% |
| 6M | -30.4% | +0.6% | -31.0% | -30.8% |
| YTD | -59.2% | +11.0% | -70.2% | -63.9% |
| 1Y | -54.6% | +13.3% | -67.9% | -60.8% |
| 3Y | -68.3% | +73.4% | -141.7% | -83.5% |
| All | -84.2% | +57.0% | -141.2% | -90.9% |
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