+827.8%
VOO vs WFC
+436.4%
+391.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | -0.7% |
| 7D | +0.1% | +3.8% | -3.7% | -1.3% |
| 30D | +0.1% | +1.5% | -1.4% | -0.6% |
| 3M | +2.0% | +10.9% | -8.9% | -2.3% |
| 6M | +13.0% | +8.4% | +4.6% | +8.8% |
| YTD | +13.6% | -1.9% | +15.5% | +13.3% |
| 1Y | +20.1% | +12.3% | +7.7% | +13.1% |
| 3Y | +77.6% | +132.3% | -54.8% | +21.4% |
| 5Y | +82.4% | +130.1% | -47.6% | +21.9% |
| 10Y | +316.8% | +134.4% | +182.5% | +152.4% |
| All | +827.8% | +436.4% | +391.4% | +277.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling