+76.9%
VOO vs WWD
+167.9%
-91.0%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.3% |
| 7D | -0.4% | +0.6% | -1.0% | -0.5% |
| 30D | -1.4% | -5.1% | +3.7% | -0.3% |
| 3M | +3.7% | -11.2% | +15.0% | +6.0% |
| 6M | +13.0% | -12.0% | +25.1% | +15.3% |
| YTD | +12.4% | +12.0% | +0.5% | +7.3% |
| 1Y | +18.6% | +42.8% | -24.2% | +4.9% |
| All | +76.9% | +167.9% | -91.0% | +28.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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