+827.8%
VOO vs WAT
+529.5%
+298.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.6% | 0.0% |
| 7D | +0.1% | -1.3% | +1.4% | +0.6% |
| 30D | +0.1% | +2.3% | -2.3% | -0.8% |
| 3M | +2.0% | +8.7% | -6.7% | -1.3% |
| 6M | +13.0% | +28.3% | -15.3% | +2.1% |
| YTD | +13.6% | +7.8% | +5.8% | +8.5% |
| 1Y | +20.1% | +36.6% | -16.5% | +4.4% |
| 3Y | +77.6% | +45.7% | +31.9% | +42.6% |
| 5Y | +82.4% | -3.3% | +85.8% | +70.2% |
| 10Y | +316.8% | +162.1% | +154.7% | +138.4% |
| All | +827.8% | +529.5% | +298.2% | +228.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling