+51.1%
WH vs VOO
+215.3%
-164.2%
-66.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.3% | +1.1% | +0.9% |
| 7D | +1.9% | +0.1% | +1.9% | +1.8% |
| 30D | +8.1% | -3.3% | +11.4% | +12.1% |
| 3M | +9.1% | -2.4% | +11.5% | +12.0% |
| 6M | -2.0% | +2.6% | -4.6% | -5.2% |
| YTD | +7.8% | +11.3% | -3.5% | -4.9% |
| 1Y | +11.0% | +13.4% | -2.4% | -4.3% |
| 3Y | +12.3% | +80.3% | -68.0% | -43.0% |
| 5Y | +1.5% | +72.7% | -71.2% | -45.7% |
| All | +51.1% | +215.3% | -164.2% | -57.0% |
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 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