-82.6%
WSHP vs VOO
+15.9%
-98.5%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.5% | -2.7% |
| 7D | +4.2% | -0.8% | +4.9% | +7.0% |
| 30D | +4.4% | -1.1% | +5.4% | +8.3% |
| 3M | -5.9% | +3.9% | -9.8% | -21.5% |
| 6M | -69.2% | +13.6% | -82.8% | -83.2% |
| YTD | -94.5% | +12.7% | -107.2% | -97.1% |
| All | -82.6% | +15.9% | -98.5% | -93.2% |
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 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