+97.8%
WAL vs VOO
+309.6%
-211.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +1.1% |
| 7D | -0.4% | +2.6% | -3.0% | -4.1% |
| 30D | +4.2% | -2.0% | +6.2% | +7.0% |
| 3M | -7.9% | -2.8% | -5.2% | -4.3% |
| 6M | +1.5% | +2.2% | -0.7% | -2.3% |
| YTD | -9.1% | +11.5% | -20.6% | -22.9% |
| 1Y | -2.3% | +13.5% | -15.8% | -19.2% |
| 3Y | +84.3% | +78.1% | +6.2% | -20.0% |
| 5Y | -29.0% | +73.1% | -102.1% | -66.3% |
| All | +97.8% | +309.6% | -211.9% | -71.6% |
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