+822.6%
VOO vs WSM
+2,182.2%
-1,359.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.7% | -0.6% |
| 7D | +0.5% | +2.6% | -2.0% | 0.0% |
| 30D | -0.9% | -9.5% | +8.6% | +1.2% |
| 3M | +3.9% | +12.9% | -9.0% | +0.9% |
| 6M | +14.5% | +23.0% | -8.5% | +8.9% |
| YTD | +13.0% | +28.9% | -16.0% | +6.1% |
| 1Y | +19.4% | +13.7% | +5.8% | +14.9% |
| 3Y | +78.9% | +232.6% | -153.7% | +29.5% |
| 5Y | +82.3% | +185.9% | -103.6% | +31.8% |
| 10Y | +314.2% | +998.6% | -684.4% | +97.2% |
| All | +822.6% | +2,182.2% | -1,359.5% | +234.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling