-88.5%
WDH vs VOO
+93.5%
-182.0%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.3% | -3.3% | -2.6% |
| 7D | 0.0% | +0.1% | -0.1% | -0.2% |
| 30D | -3.8% | -3.3% | -0.5% | -1.7% |
| 3M | +3.0% | -2.4% | +5.4% | +4.6% |
| 6M | -34.0% | +2.6% | -36.6% | -35.4% |
| YTD | -44.8% | +11.3% | -56.1% | -49.1% |
| 1Y | -34.4% | +13.4% | -47.9% | -40.3% |
| 3Y | -2.7% | +80.3% | -83.0% | -36.1% |
| 5Y | -41.7% | +72.7% | -114.4% | -59.1% |
| All | -88.5% | +93.5% | -182.0% | -94.0% |
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