-83.2%
WSHP vs VOO
+16.1%
-99.3%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.4% | +2.9% |
| 7D | +1.6% | +0.5% | +1.1% | -0.5% |
| 30D | -7.6% | -0.9% | -6.7% | -4.4% |
| 3M | -15.6% | +3.9% | -19.5% | -29.2% |
| 6M | -69.1% | +14.5% | -83.7% | -83.7% |
| YTD | -94.7% | +13.0% | -107.6% | -97.2% |
| All | -83.2% | +16.1% | -99.3% | -93.4% |
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