+274.3%
WHD vs VOO
+229.2%
+45.1%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.4% | -1.7% | -1.6% |
| 7D | +0.9% | +0.1% | +0.8% | +0.8% |
| 30D | +6.7% | +0.1% | +6.6% | +6.6% |
| 3M | +19.4% | +2.0% | +17.4% | +16.6% |
| 6M | +40.9% | +13.0% | +27.9% | +21.0% |
| YTD | +54.7% | +13.6% | +41.1% | +32.2% |
| 1Y | +63.5% | +20.1% | +43.4% | +30.8% |
| 3Y | +30.4% | +77.6% | -47.2% | -34.3% |
| 5Y | +102.1% | +82.4% | +19.7% | -1.8% |
| All | +274.3% | +229.2% | +45.1% | -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 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