-85.4%
WHWK price history and return analytics
+63.7%
-149.1%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.9% | -2.0% | -1.8% |
| 7D | -12.1% | -2.0% | -10.1% | -9.8% |
| 30D | -12.8% | -1.4% | -11.4% | -11.3% |
| 3M | +1.2% | +4.7% | -3.5% | -4.3% |
| 6M | +1.0% | +11.4% | -10.4% | -11.0% |
| YTD | +68.2% | +13.1% | +55.1% | +44.8% |
| 1Y | +127.4% | +19.0% | +108.4% | +85.7% |
| 3Y | -20.7% | +73.9% | -94.6% | -58.0% |
| 5Y | -85.4% | +65.4% | -150.8% | -90.9% |
| All | -85.4% | +63.7% | -149.1% | -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