+77.3%
VOO vs WSM
+230.1%
-152.8%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.3% | +0.7% |
| 7D | -0.8% | -0.5% | -0.2% | -0.7% |
| 30D | -1.1% | -7.7% | +6.6% | +0.2% |
| 3M | +3.9% | +3.8% | +0.1% | +3.1% |
| 6M | +13.6% | +22.7% | -9.0% | +9.4% |
| YTD | +12.7% | +28.0% | -15.3% | +7.6% |
| 1Y | +17.6% | +12.7% | +4.9% | +14.4% |
| 3Y | +77.3% | +231.3% | -154.0% | +44.6% |
| All | +77.3% | +230.1% | -152.8% | +44.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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