-93.9%
WHWK vs VOO
+221.5%
-315.4%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.1% | +0.4% |
| 7D | -10.7% | -0.8% | -9.9% | -10.1% |
| 30D | -12.7% | -1.1% | -11.7% | -12.1% |
| 3M | +1.2% | +3.9% | -2.7% | -1.3% |
| 6M | +2.5% | +13.6% | -11.1% | -5.4% |
| YTD | +69.8% | +12.7% | +57.1% | +57.4% |
| 1Y | +104.5% | +17.6% | +86.9% | +85.3% |
| 3Y | -27.2% | +77.3% | -104.5% | -47.6% |
| 5Y | -85.3% | +84.1% | -169.4% | -89.6% |
| All | -93.9% | +221.5% | -315.4% | -96.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling