+788.1%
VOO vs WM
+919.4%
-131.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.1% | +2.4% | +1.3% |
| 7D | -2.7% | +1.2% | -3.9% | -3.3% |
| 30D | -5.4% | +13.1% | -18.4% | -11.2% |
| 3M | -4.1% | +3.6% | -7.7% | -6.2% |
| 6M | +0.7% | +8.1% | -7.3% | -4.3% |
| YTD | +8.7% | +8.9% | -0.2% | +2.2% |
| 1Y | +11.0% | +20.3% | -9.4% | -1.3% |
| 3Y | +75.5% | +46.2% | +29.3% | +36.3% |
| 5Y | +68.4% | +59.9% | +8.5% | +22.2% |
| 10Y | +315.7% | +345.6% | -29.9% | +63.0% |
| All | +788.1% | +919.4% | -131.3% | +101.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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