-73.2%
WYHG price history and return analytics
+36.4%
-109.6%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | +0.8% |
| 7D | +12.1% | -1.1% | +13.2% | +11.9% |
| 30D | -30.3% | -1.0% | -29.3% | -30.4% |
| 3M | +6.1% | +3.2% | +2.9% | +5.6% |
| 6M | +147.8% | +12.5% | +135.3% | +146.2% |
| YTD | +106.8% | +14.1% | +92.8% | +104.6% |
| 1Y | -18.2% | +18.9% | -37.1% | -19.0% |
| All | -73.2% | +36.4% | -109.6% | -73.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling