-6.9%
WAFDP vs VOO
+12.1%
-19.0%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | 0.0% | -0.3% |
| 7D | -0.4% | +2.6% | -3.0% | -0.8% |
| 30D | -4.0% | -2.0% | -2.0% | -3.7% |
| 3M | -11.8% | -2.8% | -9.0% | -11.4% |
| 6M | -10.4% | +2.2% | -12.6% | -10.6% |
| YTD | -9.8% | +11.5% | -21.3% | -10.3% |
| 1Y | -6.9% | +13.5% | -20.4% | -7.7% |
| All | -6.9% | +12.1% | -19.0% | -7.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling