-83.3%
WSHP vs VOO
+16.8%
-100.1%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.4% | -2.5% | -1.5% |
| 7D | -4.7% | +0.1% | -4.8% | -5.1% |
| 30D | +2.6% | +0.1% | +2.6% | +2.2% |
| 3M | -25.3% | +2.0% | -27.3% | -30.8% |
| 6M | -69.9% | +13.0% | -82.9% | -83.1% |
| YTD | -94.7% | +13.6% | -108.3% | -97.3% |
| All | -83.3% | +16.8% | -100.1% | -93.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling