+822.6%
VOO vs WMT
+743.1%
+79.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.5% | -0.2% |
| 7D | +0.5% | +0.1% | +0.4% | +0.5% |
| 30D | -0.9% | -5.0% | +4.0% | +0.6% |
| 3M | +3.9% | -11.3% | +15.2% | +7.9% |
| 6M | +14.5% | -13.8% | +28.3% | +19.6% |
| YTD | +13.0% | -4.2% | +17.2% | +12.9% |
| 1Y | +19.4% | +4.6% | +14.9% | +14.9% |
| 3Y | +78.9% | +100.5% | -21.6% | +30.8% |
| 5Y | +82.3% | +129.7% | -47.4% | +24.3% |
| 10Y | +314.2% | +423.4% | -109.2% | +98.0% |
| All | +822.6% | +743.1% | +79.5% | +203.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling