+271.0%
WHD vs VOO
+226.7%
+44.3%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.8% | +0.8% | +0.6% |
| 7D | -0.9% | -0.8% | -0.1% | +0.1% |
| 30D | -3.7% | -1.1% | -2.7% | -2.4% |
| 3M | +19.0% | +3.9% | +15.1% | +13.6% |
| 6M | +43.9% | +13.6% | +30.2% | +22.7% |
| YTD | +53.3% | +12.7% | +40.6% | +32.3% |
| 1Y | +68.4% | +17.6% | +50.9% | +38.2% |
| 3Y | +30.3% | +77.3% | -47.0% | -34.2% |
| 5Y | +106.0% | +84.1% | +21.9% | -1.1% |
| All | +271.0% | +226.7% | +44.3% | -4.0% |
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