-76.8%
WHR vs VOO
+83.3%
-160.1%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.4% | +2.5% | +2.5% |
| 7D | -4.5% | +0.1% | -4.6% | -4.6% |
| 30D | -13.0% | +0.1% | -13.1% | -13.1% |
| 3M | -1.8% | +2.0% | -3.8% | -3.7% |
| 6M | -34.4% | +13.0% | -47.5% | -42.4% |
| YTD | -44.8% | +13.6% | -58.4% | -51.9% |
| 1Y | -56.2% | +20.1% | -76.2% | -64.0% |
| 3Y | -67.6% | +77.6% | -145.2% | -82.8% |
| All | -76.8% | +83.3% | -160.1% | -88.2% |
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