-88.3%
WDH vs VOO
+92.9%
-181.2%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.3% | +1.2% |
| 7D | +1.0% | -0.6% | +1.6% | +1.3% |
| 30D | -2.9% | -3.6% | +0.8% | -0.5% |
| 3M | +4.1% | -2.7% | +6.8% | +5.9% |
| 6M | -33.3% | +2.2% | -35.5% | -34.6% |
| YTD | -44.2% | +10.9% | -55.1% | -48.5% |
| 1Y | -36.2% | +11.3% | -47.5% | -41.2% |
| 3Y | +1.8% | +76.9% | -75.1% | -32.2% |
| 5Y | -43.2% | +73.5% | -116.7% | -60.7% |
| All | -88.3% | +92.9% | -181.2% | -93.9% |
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