+73.4%
WAFD vs VOO
+315.3%
-241.9%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -0.8% |
| 7D | -5.8% | -0.4% | -5.5% | -5.5% |
| 30D | -8.6% | -1.4% | -7.3% | -7.4% |
| 3M | -5.6% | +3.7% | -9.3% | -9.1% |
| 6M | +11.4% | +13.0% | -1.6% | -1.6% |
| YTD | +8.2% | +12.4% | -4.3% | -4.0% |
| 1Y | +11.0% | +18.6% | -7.6% | -6.8% |
| 3Y | +41.9% | +78.1% | -36.2% | -20.1% |
| 5Y | +20.1% | +82.3% | -62.1% | -34.4% |
| 10Y | +73.4% | +322.5% | -249.2% | -63.1% |
| All | +73.4% | +315.3% | -241.9% | -63.1% |
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