-32.1%
WHR vs VOO
+795.4%
-827.5%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.3% | -4.6% | -4.5% |
| 7D | +0.6% | -0.6% | +1.2% | +1.4% |
| 30D | +5.1% | -3.6% | +8.8% | +9.7% |
| 3M | -28.1% | -2.7% | -25.4% | -25.8% |
| 6M | -32.6% | +2.2% | -34.8% | -34.4% |
| YTD | -57.4% | +10.9% | -68.3% | -62.5% |
| 1Y | -52.5% | +11.3% | -63.8% | -58.4% |
| 3Y | -67.7% | +76.9% | -144.6% | -84.1% |
| 5Y | -82.5% | +73.5% | -156.0% | -91.1% |
| 10Y | -72.8% | +307.7% | -380.4% | -95.3% |
| All | -32.1% | +795.4% | -827.5% | -96.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling