+59.8%
WBIF vs VOO
+367.5%
-307.7%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.2% | +0.3% |
| 7D | -2.2% | -0.8% | -1.4% | -1.9% |
| 30D | -2.2% | -1.1% | -1.1% | -1.7% |
| 3M | +4.2% | +3.9% | +0.3% | +2.4% |
| 6M | +12.6% | +13.6% | -1.0% | +6.4% |
| YTD | +16.7% | +12.7% | +4.0% | +10.6% |
| 1Y | +18.1% | +17.6% | +0.5% | +9.9% |
| 3Y | +32.8% | +77.3% | -44.6% | +3.9% |
| 5Y | +20.0% | +84.1% | -64.1% | -8.0% |
| 10Y | +80.6% | +323.5% | -243.0% | -4.5% |
| All | +59.8% | +367.5% | -307.7% | -17.8% |
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