-82.9%
WSHP price history and return analytics
+17.4%
-100.3%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.6% | +2.4% | +3.1% |
| 7D | -0.4% | -0.1% | -0.2% | -0.2% |
| 30D | +1.8% | -0.7% | +2.4% | +3.1% |
| 3M | -6.5% | +4.0% | -10.5% | -14.7% |
| 6M | -67.3% | +12.3% | -79.6% | -74.8% |
| YTD | -94.6% | +14.0% | -108.6% | -95.3% |
| All | -82.9% | +17.4% | -100.3% | -85.1% |
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