-45.1%
WHG vs VOO
+309.6%
-354.8%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +1.0% |
| 7D | +0.7% | +2.6% | -1.9% | -1.6% |
| 30D | -2.0% | -2.0% | 0.0% | -0.3% |
| 3M | -1.9% | -2.8% | +0.9% | +0.3% |
| 6M | +18.1% | +2.2% | +16.0% | +15.3% |
| YTD | +11.8% | +11.5% | +0.3% | +0.8% |
| 1Y | +19.4% | +13.5% | +5.9% | +5.9% |
| 3Y | +96.7% | +78.1% | +18.6% | +12.1% |
| 5Y | +23.2% | +73.1% | -49.9% | -29.2% |
| All | -45.1% | +309.6% | -354.8% | -88.0% |
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