-16.0%
WAFDP vs VOO
+109.9%
-125.9%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.6% | -0.5% |
| 7D | -1.9% | -2.7% | +0.8% | -0.8% |
| 30D | -5.3% | -5.4% | +0.1% | -3.2% |
| 3M | -10.7% | -4.1% | -6.7% | -9.3% |
| 6M | -10.7% | +0.7% | -11.5% | -11.2% |
| YTD | -9.4% | +8.7% | -18.1% | -12.8% |
| 1Y | -7.2% | +11.0% | -18.2% | -11.6% |
| 3Y | +36.1% | +75.5% | -39.4% | +2.1% |
| 5Y | -23.2% | +68.4% | -91.5% | -43.4% |
| All | -16.0% | +109.9% | -125.9% | -40.5% |
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