-66.8%
WAFU vs VOO
+193.4%
-260.2%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.6% |
| 7D | -2.2% | +0.1% | -2.3% | -2.2% |
| 30D | -4.9% | +0.1% | -5.0% | -4.9% |
| 3M | -18.1% | +2.0% | -20.1% | -18.7% |
| 6M | -20.0% | +13.0% | -33.0% | -23.3% |
| YTD | -12.8% | +13.6% | -26.4% | -16.6% |
| 1Y | -7.9% | +20.1% | -28.0% | -13.3% |
| 3Y | -35.2% | +77.6% | -112.8% | -45.4% |
| 5Y | -81.1% | +82.4% | -163.6% | -84.3% |
| All | -66.8% | +193.4% | -260.2% | -58.3% |
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