-99.7%
GWH vs VOO
+120.1%
-219.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.2% | -0.3% |
| 7D | +11.4% | -0.8% | +12.2% | +12.7% |
| 30D | -33.3% | -1.1% | -32.2% | -31.5% |
| 3M | -56.4% | +3.9% | -60.2% | -58.6% |
| 6M | -70.9% | +13.6% | -84.5% | -76.0% |
| YTD | -79.7% | +12.7% | -92.4% | -82.9% |
| 1Y | -73.4% | +17.6% | -90.9% | -79.3% |
| 3Y | -98.4% | +77.3% | -175.7% | -99.3% |
| 5Y | -99.7% | +84.1% | -183.9% | -99.9% |
| All | -99.7% | +120.1% | -219.8% | -99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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