+29.8%
WAFD vs VOO
+78.8%
-49.0%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.5% |
| 7D | -1.1% | -0.6% | -0.5% | -0.7% |
| 30D | 0.0% | -3.6% | +3.7% | +3.2% |
| 3M | -20.6% | -2.7% | -17.8% | -18.8% |
| 6M | -15.9% | +2.2% | -18.2% | -18.1% |
| YTD | -5.9% | +10.9% | -16.8% | -15.3% |
| 1Y | 0.0% | +11.3% | -11.3% | -10.3% |
| 3Y | +29.8% | +76.9% | -47.1% | -45.1% |
| All | +29.8% | +78.8% | -49.0% | -45.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling