-82.7%
WSHP vs VOO
+14.9%
-97.6%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.6% | +1.8% | +3.4% |
| 7D | +0.8% | -2.0% | +2.8% | +8.4% |
| 30D | +6.7% | -1.7% | +8.4% | +13.3% |
| 3M | -1.9% | +4.7% | -6.6% | -22.1% |
| 6M | -66.2% | +12.6% | -78.8% | -80.9% |
| YTD | -94.5% | +11.8% | -106.3% | -97.0% |
| All | -82.7% | +14.9% | -97.6% | -93.0% |
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