-53.5%
WB vs VOO
+410.6%
-464.1%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -16.4% |
| 6M | -25.5% | +13.0% | -38.6% | -34.7% |
| YTD | -29.6% | +13.6% | -43.2% | -38.6% |
| 1Y | -37.7% | +20.1% | -57.7% | -48.6% |
| 3Y | -34.9% | +77.6% | -112.4% | -65.0% |
| 5Y | -82.5% | +82.4% | -165.0% | -90.9% |
| 10Y | -81.0% | +316.8% | -397.9% | -96.6% |
| All | -53.5% | +410.6% | -464.1% | -94.7% |
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