-88.6%
WDH vs VOO
+97.5%
-186.1%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.4% | +2.4% | +2.3% |
| 7D | +2.7% | +0.1% | +2.6% | +2.6% |
| 30D | +2.0% | +0.1% | +1.9% | +1.9% |
| 3M | -29.2% | +2.0% | -31.2% | -30.3% |
| 6M | -41.7% | +13.0% | -54.7% | -46.7% |
| YTD | -45.3% | +13.6% | -58.9% | -50.3% |
| 1Y | -42.9% | +20.1% | -63.0% | -50.0% |
| 3Y | -29.9% | +77.6% | -107.4% | -53.3% |
| 5Y | -68.6% | +82.4% | -151.1% | -79.6% |
| All | -88.6% | +97.5% | -186.1% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling