+78.1%
VOO vs WFC
+126.5%
-48.4%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.3% | -0.7% | -0.5% |
| 7D | +2.6% | +2.5% | +0.1% | +1.9% |
| 30D | -2.0% | +7.0% | -9.0% | -3.7% |
| 3M | -2.8% | -1.8% | -1.0% | -2.4% |
| 6M | +2.2% | +18.4% | -16.2% | -2.7% |
| YTD | +11.5% | -5.6% | +17.1% | +12.6% |
| 1Y | +13.5% | +3.9% | +9.6% | +11.4% |
| 3Y | +78.1% | +126.3% | -48.2% | +43.7% |
| All | +78.1% | +126.5% | -48.4% | +43.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling