+1,275.3%
WAL vs VOO
+803.9%
+471.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.3% | -1.2% |
| 7D | -2.0% | +3.3% | -5.2% | -6.6% |
| 30D | +0.9% | -2.7% | +3.6% | +4.8% |
| 3M | -9.5% | -1.7% | -7.8% | -7.4% |
| 6M | -3.1% | +3.1% | -6.2% | -8.0% |
| YTD | -10.1% | +11.9% | -22.1% | -24.2% |
| 1Y | -5.6% | +12.1% | -17.7% | -20.5% |
| 3Y | +79.1% | +78.6% | +0.5% | -22.9% |
| 5Y | -29.8% | +73.8% | -103.6% | -66.8% |
| 10Y | +98.6% | +312.3% | -213.7% | -71.7% |
| All | +1,275.3% | +803.9% | +471.4% | -46.3% |
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