+317.6%
VOO vs WBD
+15.0%
+302.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.4% | +0.9% |
| 7D | -0.8% | -0.7% | 0.0% | -0.7% |
| 30D | -1.1% | +1.4% | -2.5% | -1.3% |
| 3M | +3.9% | +4.4% | -0.5% | +3.1% |
| 6M | +13.6% | +0.8% | +12.8% | +13.4% |
| YTD | +12.7% | -2.7% | +15.4% | +13.1% |
| 1Y | +17.6% | +73.4% | -55.8% | +7.0% |
| 3Y | +77.3% | +142.1% | -64.8% | +45.8% |
| 5Y | +84.1% | +7.2% | +76.9% | +66.6% |
| All | +317.6% | +15.0% | +302.6% | +233.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WBD.
Daily Out/Under-Performance
Portfolio return minus WBD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WBD 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 WBD 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