+6.4%
WHG vs VOO
+82.3%
-75.9%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.7% |
| 7D | -3.1% | +0.5% | -3.6% | -3.3% |
| 30D | -5.4% | -0.9% | -4.4% | -4.9% |
| 3M | +10.5% | +3.9% | +6.6% | +8.2% |
| 6M | +25.3% | +14.5% | +10.8% | +16.3% |
| YTD | +11.3% | +13.0% | -1.6% | +4.1% |
| 1Y | +12.4% | +19.4% | -7.0% | +2.0% |
| 3Y | +111.5% | +78.9% | +32.6% | +53.4% |
| 5Y | +6.4% | +82.3% | -75.9% | -26.1% |
| All | +6.4% | +82.3% | -75.9% | -26.1% |
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