+76.9%
VOO vs WU
-28.6%
+105.5%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | -0.3% |
| 7D | -0.4% | -4.9% | +4.6% | +0.3% |
| 30D | -1.4% | -1.3% | -0.1% | -1.2% |
| 3M | +3.7% | -3.6% | +7.3% | +3.3% |
| 6M | +13.0% | -24.3% | +37.4% | +17.4% |
| YTD | +12.4% | -21.1% | +33.5% | +15.7% |
| 1Y | +18.6% | -10.3% | +28.9% | +18.4% |
| All | +76.9% | -28.6% | +105.5% | +81.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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