-55.7%
WB vs VOO
+400.3%
-455.9%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.3% | -4.2% | -4.3% |
| 7D | +0.9% | +0.1% | +0.9% | +0.6% |
| 30D | -2.0% | -3.3% | +1.3% | +1.1% |
| 3M | -19.3% | -2.4% | -16.9% | -17.5% |
| 6M | -24.5% | +2.6% | -27.1% | -27.0% |
| YTD | -32.9% | +11.3% | -44.1% | -40.3% |
| 1Y | -34.3% | +13.4% | -47.7% | -42.8% |
| 3Y | -25.8% | +80.3% | -106.1% | -60.9% |
| 5Y | -79.3% | +72.7% | -152.0% | -88.6% |
| 10Y | -81.3% | +310.0% | -391.3% | -96.6% |
| All | -55.7% | +400.3% | -455.9% | -94.9% |
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