+102.0%
WAL vs VOO
+314.4%
-212.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.3% | -2.1% | -2.7% |
| 7D | -4.5% | -0.9% | -3.6% | -3.4% |
| 30D | +1.3% | -2.3% | +3.6% | +4.6% |
| 3M | -6.7% | -1.2% | -5.5% | -5.4% |
| 6M | -0.6% | +3.3% | -4.0% | -6.0% |
| YTD | -8.6% | +12.3% | -21.0% | -23.3% |
| 1Y | -3.4% | +12.5% | -15.9% | -19.1% |
| 3Y | +82.1% | +79.2% | +2.9% | -21.6% |
| 5Y | -28.4% | +75.7% | -104.1% | -66.7% |
| 10Y | +102.0% | +313.7% | -211.7% | -71.2% |
| All | +102.0% | +314.4% | -212.4% | -71.2% |
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