+21.9%
WAFD vs VOO
+81.4%
-59.5%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -0.9% |
| 7D | -5.8% | -0.4% | -5.5% | -5.5% |
| 30D | -8.6% | -1.4% | -7.3% | -7.5% |
| 3M | -5.6% | +3.7% | -9.3% | -8.7% |
| 6M | +11.4% | +13.0% | -1.6% | -0.5% |
| YTD | +8.2% | +12.4% | -4.3% | -2.9% |
| 1Y | +11.0% | +18.6% | -7.6% | -5.3% |
| 3Y | +41.9% | +78.1% | -36.2% | -15.4% |
| All | +21.9% | +81.4% | -59.5% | -29.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling