+78.1%
VOO vs WU
-23.0%
+101.1%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.4% | -1.7% | -0.5% |
| 7D | +2.6% | -2.0% | +4.6% | +2.8% |
| 30D | -2.0% | +11.4% | -13.4% | -3.5% |
| 3M | -2.8% | -6.8% | +4.0% | -2.0% |
| 6M | +2.2% | -14.6% | +16.8% | +3.8% |
| YTD | +11.5% | -20.6% | +32.2% | +14.4% |
| 1Y | +13.5% | -15.4% | +28.9% | +14.8% |
| 3Y | +78.1% | -23.6% | +101.7% | +81.1% |
| All | +78.1% | -23.0% | +101.1% | +81.1% |
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