+86.4%
WABC vs VOO
+806.9%
-720.5%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.3% | -1.7% | -1.6% |
| 7D | -2.7% | -0.9% | -1.8% | -2.1% |
| 30D | +1.8% | -2.3% | +4.1% | +3.7% |
| 3M | +2.1% | -1.2% | +3.3% | +2.8% |
| 6M | +11.8% | +3.3% | +8.4% | +7.7% |
| YTD | +28.9% | +12.3% | +16.6% | +14.8% |
| 1Y | +27.4% | +12.5% | +14.9% | +13.2% |
| 3Y | +41.3% | +79.2% | -37.9% | -19.0% |
| 5Y | +22.3% | +75.7% | -53.3% | -30.2% |
| 10Y | +42.4% | +313.7% | -271.3% | -68.9% |
| All | +86.4% | +806.9% | -720.5% | -85.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling