+83.7%
VOO vs WY
-22.2%
+105.9%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.5% | +0.7% |
| 7D | -0.8% | -4.2% | +3.4% | +0.6% |
| 30D | -1.1% | -10.1% | +9.0% | +2.4% |
| 3M | +3.9% | -8.5% | +12.4% | +6.5% |
| 6M | +13.6% | -3.3% | +17.0% | +13.9% |
| YTD | +12.7% | -4.4% | +17.1% | +12.9% |
| 1Y | +17.6% | -11.5% | +29.1% | +21.1% |
| 3Y | +77.3% | -24.3% | +101.6% | +90.0% |
| All | +83.7% | -22.2% | +105.9% | +98.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 5y: compounded portfolio wealth divided by compounded WY 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…
5y analysis · Full analysis span regression · 6 months rolling