+153.5%
WHF vs VOO
+311.2%
-157.7%
-57.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.5% |
| 7D | +0.8% | +3.3% | -2.4% | -1.4% |
| 30D | +15.2% | -2.7% | +17.9% | +17.1% |
| 3M | +24.3% | -1.7% | +26.0% | +25.6% |
| 6M | +25.3% | +3.1% | +22.2% | +22.2% |
| YTD | +35.6% | +11.9% | +23.7% | +24.8% |
| 1Y | +40.7% | +12.1% | +28.6% | +29.3% |
| 3Y | +10.0% | +78.6% | -68.6% | -29.4% |
| 5Y | +8.1% | +73.8% | -65.7% | -30.5% |
| All | +153.5% | +311.2% | -157.7% | -12.3% |
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