-65.8%
WAFU vs VOO
+188.1%
-253.9%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.3% |
| 7D | +0.1% | +2.6% | -2.4% | -0.7% |
| 30D | -2.6% | -2.0% | -0.7% | -2.1% |
| 3M | -2.0% | -2.8% | +0.8% | -1.2% |
| 6M | -15.5% | +2.2% | -17.7% | -16.4% |
| YTD | -10.1% | +11.5% | -21.7% | -13.6% |
| 1Y | -25.4% | +13.5% | -38.9% | -28.7% |
| 3Y | -22.5% | +78.1% | -100.6% | -34.7% |
| 5Y | -76.1% | +73.1% | -149.3% | -80.1% |
| All | -65.8% | +188.1% | -253.9% | -56.8% |
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