-88.6%
WDH vs VOO
+95.6%
-184.1%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.5% | -4.2% | -4.3% |
| 7D | +4.8% | -0.4% | +5.2% | +5.1% |
| 30D | +2.0% | -1.4% | +3.4% | +3.0% |
| 3M | -27.1% | +3.7% | -30.9% | -29.2% |
| 6M | -41.0% | +13.0% | -54.0% | -46.1% |
| YTD | -45.3% | +12.4% | -57.8% | -49.9% |
| 1Y | -44.2% | +18.6% | -62.8% | -50.7% |
| 3Y | -16.7% | +78.1% | -94.7% | -44.7% |
| 5Y | -67.7% | +82.3% | -150.0% | -79.3% |
| All | -88.6% | +95.6% | -184.1% | -94.1% |
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