-53.2%
WHR vs VOO
+13.0%
-66.2%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.3% | -1.9% | -2.1% |
| 7D | -7.8% | -0.9% | -6.9% | -7.0% |
| 30D | +4.3% | -2.3% | +6.6% | +6.8% |
| 3M | -30.9% | -1.2% | -29.8% | -30.3% |
| 6M | -26.7% | +3.3% | -30.0% | -29.5% |
| YTD | -57.7% | +12.3% | -70.0% | -63.7% |
| 1Y | -53.2% | +12.5% | -65.7% | -59.8% |
| All | -53.2% | +13.0% | -66.2% | -59.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling