-73.2%
WYHG vs VOO
+30.4%
-103.6%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.2% | +0.7% |
| 7D | +12.1% | -0.8% | +12.8% | +12.0% |
| 30D | -30.3% | -1.1% | -29.3% | -30.4% |
| 3M | +6.1% | +3.9% | +2.2% | +5.2% |
| 6M | +147.8% | +13.6% | +134.2% | +143.8% |
| YTD | +106.8% | +12.7% | +94.1% | +103.5% |
| 1Y | -18.2% | +17.6% | -35.7% | -19.5% |
| All | -73.2% | +30.4% | -103.6% | -74.6% |
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 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