+9.4%
WH vs VOO
+75.5%
-66.1%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.9% | -0.9% |
| 7D | +2.9% | -2.7% | +5.6% | +5.4% |
| 30D | +7.1% | -5.4% | +12.4% | +12.6% |
| 3M | +3.5% | -4.1% | +7.5% | +7.4% |
| 6M | -6.1% | +0.7% | -6.8% | -7.1% |
| YTD | +4.1% | +8.7% | -4.6% | -4.4% |
| 1Y | +9.8% | +11.0% | -1.2% | -1.4% |
| 3Y | +9.4% | +75.5% | -66.0% | -35.7% |
| All | +9.4% | +75.5% | -66.1% | -35.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling