+310.7%
VOO vs WAT
+222.4%
+88.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.2% |
| 7D | +2.6% | +0.6% | +2.0% | +2.4% |
| 30D | -2.0% | +5.4% | -7.4% | -3.7% |
| 3M | -2.8% | +11.3% | -14.1% | -6.3% |
| 6M | +2.2% | +37.4% | -35.3% | -8.4% |
| YTD | +11.5% | +21.2% | -9.7% | +2.9% |
| 1Y | +13.5% | +21.3% | -7.9% | +4.6% |
| 3Y | +78.1% | +83.4% | -5.3% | +33.4% |
| 5Y | +73.1% | +29.0% | +44.2% | +46.4% |
| All | +310.7% | +222.4% | +88.2% | +139.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 WAT 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