+9.1%
WHF vs VOO
+67.9%
-58.8%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.3% | +1.5% | +1.7% |
| 7D | +5.3% | -2.7% | +8.0% | +6.3% |
| 30D | +23.8% | -5.4% | +29.2% | +26.3% |
| 3M | +33.0% | -4.1% | +37.0% | +34.9% |
| 6M | +20.8% | +0.7% | +20.1% | +20.4% |
| YTD | +36.9% | +8.7% | +28.2% | +32.5% |
| 1Y | +37.5% | +11.0% | +26.5% | +32.0% |
| 3Y | +10.4% | +75.5% | -65.0% | -11.7% |
| All | +9.1% | +67.9% | -58.8% | -16.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling