-82.4%
WB vs VOO
+83.3%
-165.8%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.2% |
| 7D | -3.9% | +0.1% | -4.0% | -4.0% |
| 30D | -15.5% | +0.1% | -15.5% | -15.5% |
| 3M | -14.4% | +2.0% | -16.4% | -16.1% |
| 6M | -25.5% | +13.0% | -38.6% | -33.7% |
| YTD | -29.6% | +13.6% | -43.2% | -37.6% |
| 1Y | -37.7% | +20.1% | -57.7% | -47.5% |
| 3Y | -34.9% | +77.6% | -112.4% | -62.7% |
| All | -82.4% | +83.3% | -165.8% | -90.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling