-93.5%
WHWK vs VOO
+222.1%
-315.6%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.6% | -4.0% | -4.2% |
| 7D | -5.2% | +0.5% | -5.7% | -5.5% |
| 30D | -7.8% | -0.9% | -6.8% | -7.2% |
| 3M | +9.2% | +3.9% | +5.3% | +6.5% |
| 6M | +17.1% | +14.5% | +2.5% | +7.5% |
| YTD | +81.4% | +13.0% | +68.5% | +67.9% |
| 1Y | +145.3% | +19.4% | +125.8% | +120.1% |
| 3Y | -14.4% | +78.9% | -93.3% | -38.7% |
| 5Y | -84.1% | +82.3% | -166.4% | -88.8% |
| All | -93.5% | +222.1% | -315.6% | -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