+73.1%
VOO vs WFC
+90.3%
-17.2%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.3% | -0.7% | -0.5% |
| 7D | +2.6% | +2.5% | +0.1% | +1.8% |
| 30D | -2.0% | +7.0% | -9.0% | -4.1% |
| 3M | -2.8% | -1.8% | -1.0% | -2.4% |
| 6M | +2.2% | +18.4% | -16.2% | -3.8% |
| YTD | +11.5% | -5.6% | +17.1% | +12.7% |
| 1Y | +13.5% | +3.9% | +9.6% | +10.9% |
| 3Y | +78.1% | +126.3% | -48.2% | +27.8% |
| All | +73.1% | +90.3% | -17.2% | +30.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling