+75.8%
VOO vs WMT
+99.6%
-23.8%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.6% |
| 7D | -2.0% | -2.5% | +0.5% | -1.6% |
| 30D | -1.7% | -6.4% | +4.8% | -0.6% |
| 3M | +4.7% | -12.1% | +16.9% | +7.0% |
| 6M | +12.6% | -15.0% | +27.5% | +15.4% |
| YTD | +11.8% | -4.5% | +16.3% | +11.1% |
| 1Y | +17.5% | +6.2% | +11.4% | +13.3% |
| All | +75.8% | +99.6% | -23.8% | +47.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WMT.
Daily Out/Under-Performance
Portfolio return minus WMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMT 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 WMT 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