-35.2%
WHR vs VOO
+803.9%
-839.0%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.3% | -3.6% | -3.6% |
| 7D | -8.3% | +3.3% | -11.6% | -11.8% |
| 30D | -1.2% | -2.7% | +1.5% | +1.9% |
| 3M | -32.5% | -1.7% | -30.8% | -31.2% |
| 6M | -30.0% | +3.1% | -33.1% | -32.6% |
| YTD | -59.4% | +11.9% | -71.3% | -64.6% |
| 1Y | -55.5% | +12.1% | -67.6% | -61.3% |
| 3Y | -69.2% | +78.6% | -147.8% | -85.0% |
| 5Y | -84.1% | +73.8% | -157.9% | -91.9% |
| 10Y | -73.7% | +312.3% | -386.0% | -95.6% |
| All | -35.2% | +803.9% | -839.0% | -96.4% |
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