+82.6%
VOO vs WBD
+5.3%
+77.3%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.0% | -1.6% | -0.7% |
| 7D | -2.0% | -0.6% | -1.4% | -1.9% |
| 30D | -1.7% | +4.2% | -5.8% | -2.2% |
| 3M | +4.7% | +7.5% | -2.8% | +3.6% |
| 6M | +12.6% | +1.6% | +11.0% | +12.2% |
| YTD | +11.8% | -2.2% | +13.9% | +12.0% |
| 1Y | +17.5% | +124.9% | -107.3% | +3.3% |
| 3Y | +77.0% | +149.1% | -72.1% | +47.5% |
| 5Y | +82.6% | +7.8% | +74.7% | +66.2% |
| All | +82.6% | +5.3% | +77.3% | +66.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling