-28.9%
WHWK price history and return analytics
+75.6%
-104.5%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.1% | +4.1% | +3.7% |
| 7D | +2.2% | -0.7% | +2.9% | +3.2% |
| 30D | -4.1% | -1.7% | -2.4% | -1.7% |
| 3M | -30.6% | -2.3% | -28.3% | -28.4% |
| 6M | -14.7% | +1.5% | -16.3% | -16.0% |
| YTD | +33.9% | +12.0% | +21.8% | +15.5% |
| 1Y | +45.3% | +12.9% | +32.4% | +24.6% |
| All | -28.9% | +75.6% | -104.5% | -71.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling