+151.5%
WHF vs VOO
+317.9%
-166.4%
-57.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +2.3% | -5.8% | -5.0% |
| 7D | +0.1% | +0.1% | 0.0% | 0.0% |
| 30D | +17.9% | -3.3% | +21.2% | +20.4% |
| 3M | +26.3% | -2.4% | +28.7% | +28.2% |
| 6M | +15.5% | +2.6% | +12.9% | +13.0% |
| YTD | +32.2% | +11.3% | +20.9% | +22.1% |
| 1Y | +33.9% | +13.4% | +20.4% | +21.9% |
| 3Y | +6.3% | +80.3% | -73.9% | -32.3% |
| 5Y | +6.3% | +72.7% | -66.4% | -31.3% |
| 10Y | +151.5% | +310.0% | -158.6% | -12.1% |
| All | +151.5% | +317.9% | -166.4% | -12.1% |
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