-67.2%
WDH vs VOO
+82.3%
-149.5%
-74.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.6% | +5.5% | +5.3% |
| 7D | +9.6% | +0.5% | +9.1% | +9.2% |
| 30D | +7.0% | -0.9% | +7.9% | +7.7% |
| 3M | -23.6% | +3.9% | -27.5% | -25.7% |
| 6M | -37.4% | +14.5% | -51.9% | -43.1% |
| YTD | -42.7% | +13.0% | -55.6% | -47.4% |
| 1Y | -42.7% | +19.4% | -62.1% | -49.2% |
| 3Y | -12.6% | +78.9% | -91.5% | -40.4% |
| 5Y | -67.2% | +82.3% | -149.4% | -78.1% |
| All | -67.2% | +82.3% | -149.5% | -78.1% |
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 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