-93.4%
SPWH vs VOO
+72.0%
-165.4%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +2.3% | +2.2% | +1.7% |
| 7D | +4.6% | +0.1% | +4.5% | +4.5% |
| 30D | +3.6% | -3.3% | +7.0% | +8.1% |
| 3M | -3.4% | -2.4% | -1.0% | -0.4% |
| 6M | -23.0% | +2.6% | -25.6% | -25.2% |
| YTD | -21.9% | +11.3% | -33.2% | -31.1% |
| 1Y | -43.6% | +13.4% | -57.0% | -51.3% |
| 3Y | -74.1% | +80.3% | -154.4% | -86.0% |
| 5Y | -93.4% | +72.7% | -166.1% | -96.4% |
| All | -93.4% | +72.0% | -165.4% | -96.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling