+357.8%
WASH vs VOO
+817.1%
-459.3%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +1.7% |
| 7D | +2.0% | +0.1% | +1.9% | +1.9% |
| 30D | +2.0% | +0.1% | +1.9% | +1.9% |
| 3M | +23.1% | +2.0% | +21.1% | +20.3% |
| 6M | +20.9% | +13.0% | +7.8% | +6.3% |
| YTD | +43.4% | +13.6% | +29.9% | +25.4% |
| 1Y | +42.0% | +20.1% | +21.9% | +17.1% |
| 3Y | +75.2% | +77.6% | -2.4% | -2.8% |
| 5Y | +4.1% | +82.4% | -78.4% | -45.2% |
| 10Y | +59.8% | +316.8% | -257.1% | -68.1% |
| All | +357.8% | +817.1% | -459.3% | -75.6% |
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 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