-56.2%
WB vs VOO
+398.5%
-454.7%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.7% | -0.7% |
| 7D | +0.6% | -0.6% | +1.2% | +1.0% |
| 30D | -3.1% | -3.6% | +0.6% | +0.4% |
| 3M | -20.6% | -2.7% | -17.8% | -18.5% |
| 6M | -25.3% | +2.2% | -27.6% | -27.5% |
| YTD | -33.6% | +10.9% | -44.5% | -40.8% |
| 1Y | -37.2% | +11.3% | -48.5% | -44.2% |
| 3Y | -25.8% | +76.9% | -102.7% | -60.1% |
| 5Y | -79.9% | +73.5% | -153.4% | -89.0% |
| 10Y | -80.2% | +307.7% | -387.9% | -96.4% |
| All | -56.2% | +398.5% | -454.7% | -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