-82.7%
WSHP price history and return analytics
+16.4%
-99.1%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.9% | +2.0% | +2.9% |
| 7D | +0.8% | -2.0% | +2.8% | +4.9% |
| 30D | +6.7% | -1.4% | +8.2% | +9.7% |
| 3M | -1.9% | +4.7% | -6.6% | -12.5% |
| 6M | -66.2% | +11.4% | -77.6% | -73.5% |
| YTD | -94.5% | +13.1% | -107.6% | -95.1% |
| All | -82.7% | +16.4% | -99.1% | -84.7% |
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