+822.6%
VOO vs WBD
+39.0%
+783.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.5% |
| 7D | +0.5% | -0.7% | +1.2% | +0.7% |
| 30D | -0.9% | +5.0% | -5.9% | -1.8% |
| 3M | +3.9% | +6.2% | -2.3% | +2.6% |
| 6M | +14.5% | +0.6% | +13.9% | +14.3% |
| YTD | +13.0% | -2.4% | +15.4% | +13.3% |
| 1Y | +19.4% | +127.7% | -108.3% | +0.4% |
| 3Y | +78.9% | +148.4% | -69.5% | +40.6% |
| 5Y | +82.3% | +4.2% | +78.1% | +63.4% |
| 10Y | +314.2% | +10.8% | +303.4% | +216.3% |
| All | +822.6% | +39.0% | +783.6% | +432.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling