+314.1%
VOO vs WFC
+143.5%
+170.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.5% |
| 7D | -2.0% | +0.3% | -2.3% | -2.1% |
| 30D | -1.7% | +2.3% | -3.9% | -2.5% |
| 3M | +4.7% | +9.8% | -5.0% | +1.1% |
| 6M | +12.6% | +15.6% | -3.0% | +6.3% |
| YTD | +11.8% | -2.4% | +14.2% | +11.8% |
| 1Y | +17.5% | +13.8% | +3.7% | +10.9% |
| 3Y | +77.0% | +134.6% | -57.7% | +25.1% |
| 5Y | +82.6% | +127.9% | -45.3% | +27.6% |
| All | +314.1% | +143.5% | +170.5% | +169.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WFC.
Daily Out/Under-Performance
Portfolio return minus WFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WFC 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 WFC 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