-18.2%
WYHG vs VOO
+18.2%
-36.4%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.2% | +1.0% |
| 7D | +12.1% | -0.8% | +12.8% | +11.7% |
| 30D | -30.3% | -1.1% | -29.3% | -30.5% |
| 3M | +6.1% | +3.9% | +2.2% | +3.9% |
| 6M | +147.8% | +13.6% | +134.2% | +138.1% |
| YTD | +106.8% | +12.7% | +94.1% | +97.7% |
| 1Y | -18.2% | +17.6% | -35.7% | -15.6% |
| All | -18.2% | +18.2% | -36.4% | -15.6% |
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