+152.7%
WAL vs VOO
+315.3%
-162.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | +0.3% |
| 7D | +0.7% | -0.4% | +1.0% | +1.2% |
| 30D | -0.5% | -1.4% | +0.9% | +1.6% |
| 3M | -2.2% | +3.7% | -6.0% | -7.6% |
| 6M | +9.7% | +13.0% | -3.3% | -8.8% |
| YTD | -3.8% | +12.4% | -16.2% | -19.1% |
| 1Y | -8.0% | +18.6% | -26.6% | -28.5% |
| 3Y | +75.9% | +78.1% | -2.2% | -23.1% |
| 5Y | -8.6% | +82.3% | -90.8% | -59.4% |
| 10Y | +152.7% | +322.5% | -169.8% | -64.1% |
| All | +152.7% | +315.3% | -162.6% | -64.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling