+31.1%
WH vs VOO
+220.0%
-189.0%
-66.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.6% | -2.1% | -2.1% |
| 7D | -1.6% | +0.5% | -2.1% | -2.2% |
| 30D | -5.3% | -0.9% | -4.4% | -4.3% |
| 3M | -11.7% | +3.9% | -15.6% | -15.5% |
| 6M | -8.0% | +14.5% | -22.5% | -21.3% |
| YTD | -6.5% | +13.0% | -19.5% | -18.7% |
| 1Y | -18.8% | +19.4% | -38.3% | -34.0% |
| 3Y | -3.3% | +78.9% | -82.1% | -50.4% |
| 5Y | +8.7% | +82.3% | -73.6% | -45.4% |
| All | +31.1% | +220.0% | -189.0% | -63.3% |
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