+11.4%
WBD vs VOO
+325.3%
-313.9%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.4% | -1.5% |
| 7D | -0.7% | -0.8% | 0.0% | +0.1% |
| 30D | +1.4% | -1.1% | +2.5% | +2.5% |
| 3M | +4.4% | +3.9% | +0.5% | -0.2% |
| 6M | +0.8% | +13.6% | -12.8% | -12.8% |
| YTD | -2.7% | +12.7% | -15.4% | -15.3% |
| 1Y | +73.4% | +17.6% | +55.8% | +43.9% |
| 3Y | +142.1% | +77.3% | +64.8% | +33.9% |
| 5Y | +7.2% | +84.1% | -76.9% | -41.9% |
| All | +11.4% | +325.3% | -313.9% | -69.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling