+196.6%
WAFD vs VOO
+803.9%
-607.3%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | 0.0% |
| 7D | -0.7% | +3.3% | -4.0% | -3.9% |
| 30D | -0.2% | -2.7% | +2.4% | +2.2% |
| 3M | -21.9% | -1.7% | -20.2% | -20.8% |
| 6M | -15.5% | +3.1% | -18.6% | -18.6% |
| YTD | -6.5% | +11.9% | -18.4% | -17.2% |
| 1Y | -1.1% | +12.1% | -13.2% | -12.8% |
| 3Y | +29.0% | +78.6% | -49.5% | -29.3% |
| 5Y | -4.1% | +73.8% | -77.9% | -46.4% |
| 10Y | +28.0% | +312.3% | -284.3% | -71.7% |
| All | +196.6% | +803.9% | -607.3% | -74.2% |
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