+37.7%
WABC vs VOO
+309.6%
-272.0%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | 0.0% |
| 7D | -0.6% | +2.6% | -3.2% | -2.6% |
| 30D | +2.1% | -2.0% | +4.1% | +3.5% |
| 3M | 0.0% | -2.8% | +2.8% | +1.9% |
| 6M | +12.2% | +2.2% | +10.0% | +9.7% |
| YTD | +28.6% | +11.5% | +17.1% | +17.0% |
| 1Y | +27.7% | +13.5% | +14.2% | +14.5% |
| 3Y | +38.4% | +78.1% | -39.7% | -14.2% |
| 5Y | +23.8% | +73.1% | -49.4% | -22.5% |
| All | +37.7% | +309.6% | -272.0% | -68.4% |
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