+17.5%
VOO vs WFC
+13.3%
+4.2%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.6% |
| 7D | -2.0% | +0.3% | -2.3% | -2.0% |
| 30D | -1.7% | +2.3% | -3.9% | -2.1% |
| 3M | +4.7% | +9.8% | -5.0% | +2.9% |
| 6M | +12.6% | +15.6% | -3.0% | +9.0% |
| YTD | +11.8% | -2.4% | +14.2% | +12.0% |
| 1Y | +17.5% | +13.8% | +3.7% | +14.6% |
| All | +17.5% | +13.3% | +4.2% | +14.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling