+83.7%
VOO vs WMT
+133.5%
-49.9%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.3% | -0.5% | +0.5% |
| 7D | -0.8% | 0.0% | -0.8% | -0.8% |
| 30D | -1.1% | -7.4% | +6.3% | +0.6% |
| 3M | +3.9% | -10.9% | +14.8% | +6.6% |
| 6M | +13.6% | -12.7% | +26.3% | +16.8% |
| YTD | +12.7% | -3.2% | +15.9% | +12.0% |
| 1Y | +17.6% | +5.3% | +12.3% | +13.5% |
| 3Y | +77.3% | +101.9% | -24.5% | +37.4% |
| All | +83.7% | +133.5% | -49.9% | +32.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling