-85.3%
WHWK vs VOO
+82.8%
-168.1%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.1% | 0.0% |
| 7D | -10.7% | -0.8% | -9.9% | -9.8% |
| 30D | -12.7% | -1.1% | -11.7% | -11.7% |
| 3M | +1.2% | +3.9% | -2.7% | -2.9% |
| 6M | +2.5% | +13.6% | -11.1% | -10.4% |
| YTD | +69.8% | +12.7% | +57.1% | +49.3% |
| 1Y | +104.5% | +17.6% | +86.9% | +72.9% |
| 3Y | -27.2% | +77.3% | -104.5% | -59.7% |
| All | -85.3% | +82.8% | -168.1% | -91.3% |
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