+46.0%
WH vs VOO
+208.1%
-162.0%
-66.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.9% | -0.9% |
| 7D | +2.9% | -2.7% | +5.6% | +5.9% |
| 30D | +7.1% | -5.4% | +12.4% | +13.7% |
| 3M | +3.5% | -4.1% | +7.5% | +8.1% |
| 6M | -6.1% | +0.7% | -6.8% | -7.3% |
| YTD | +4.1% | +8.7% | -4.6% | -5.8% |
| 1Y | +9.8% | +11.0% | -1.2% | -3.1% |
| 3Y | +9.4% | +75.5% | -66.0% | -42.8% |
| 5Y | -2.1% | +68.4% | -70.4% | -46.1% |
| All | +46.0% | +208.1% | -162.0% | -57.4% |
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