+312.2%
VOO vs W
+211.1%
+101.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.6% | +2.2% | 0.0% |
| 7D | +3.3% | -1.7% | +4.9% | +3.5% |
| 30D | -2.7% | +3.2% | -5.9% | -3.2% |
| 3M | -1.7% | +8.3% | -10.0% | -3.0% |
| 6M | +3.1% | +84.3% | -81.2% | -5.7% |
| YTD | +11.9% | +11.0% | +0.9% | +8.0% |
| 1Y | +12.1% | -0.2% | +12.3% | +9.3% |
| 3Y | +78.6% | +157.9% | -79.4% | +46.2% |
| 5Y | +73.8% | -56.8% | +130.6% | +60.2% |
| All | +312.2% | +211.1% | +101.1% | +173.2% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W 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 10y: compounded portfolio wealth divided by compounded W 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…
10y analysis · Full analysis span regression · 6 months rolling