-79.0%
WB vs VOO
+68.0%
-147.0%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.3% | +0.8% | +0.8% |
| 7D | +5.2% | -2.7% | +7.9% | +7.7% |
| 30D | +0.8% | -5.4% | +6.1% | +5.8% |
| 3M | -17.1% | -4.1% | -13.1% | -14.1% |
| 6M | -22.9% | +0.7% | -23.7% | -23.9% |
| YTD | -31.6% | +8.7% | -40.3% | -37.1% |
| 1Y | -34.0% | +11.0% | -45.0% | -40.5% |
| 3Y | -30.4% | +75.5% | -105.8% | -60.3% |
| All | -79.0% | +68.0% | -147.0% | -88.0% |
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