-87.9%
SPWH vs VOO
+308.3%
-396.2%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.3% | -1.2% | -1.2% |
| 7D | +2.8% | -2.7% | +5.5% | +5.6% |
| 30D | -2.7% | -5.4% | +2.7% | +2.6% |
| 3M | -7.6% | -4.1% | -3.6% | -3.8% |
| 6M | -23.8% | +0.7% | -24.5% | -24.1% |
| YTD | -25.3% | +8.7% | -34.1% | -30.6% |
| 1Y | -48.1% | +11.0% | -59.1% | -52.6% |
| 3Y | -78.2% | +75.5% | -153.7% | -86.2% |
| 5Y | -93.7% | +68.4% | -162.1% | -95.9% |
| All | -87.9% | +308.3% | -396.2% | -95.5% |
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