+822.6%
VOO vs WY
+147.1%
+675.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.4% | +0.9% | 0.0% |
| 7D | +0.5% | -2.1% | +2.6% | +1.3% |
| 30D | -0.9% | -10.5% | +9.5% | +3.2% |
| 3M | +3.9% | -4.9% | +8.8% | +5.3% |
| 6M | +14.5% | -4.9% | +19.5% | +15.7% |
| YTD | +13.0% | -1.7% | +14.6% | +12.2% |
| 1Y | +19.4% | -9.4% | +28.8% | +22.0% |
| 3Y | +78.9% | -22.3% | +101.2% | +90.2% |
| 5Y | +82.3% | -20.5% | +102.8% | +89.8% |
| 10Y | +314.2% | +4.9% | +309.3% | +253.4% |
| All | +822.6% | +147.1% | +675.5% | +430.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling