+288.2%
WAB vs VOO
+321.7%
-33.5%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.6% |
| 7D | -0.2% | -2.0% | +1.8% | +1.9% |
| 30D | -5.9% | -1.7% | -4.2% | -4.2% |
| 3M | +9.4% | +4.7% | +4.6% | +4.0% |
| 6M | +13.8% | +12.6% | +1.3% | +0.3% |
| YTD | +31.8% | +11.8% | +20.0% | +16.9% |
| 1Y | +48.5% | +17.5% | +31.0% | +24.9% |
| 3Y | +167.0% | +77.0% | +90.0% | +45.7% |
| 5Y | +222.3% | +82.6% | +139.7% | +69.8% |
| All | +288.2% | +321.7% | -33.5% | -16.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling