+60.0%
WBIG vs VOO
+321.5%
-261.5%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +0.8% |
| 7D | -1.3% | -1.2% | 0.0% | -0.8% |
| 30D | -1.2% | -2.0% | +0.8% | -0.4% |
| 3M | +3.8% | +2.8% | +1.0% | +2.6% |
| 6M | +11.9% | +15.5% | -3.6% | +5.5% |
| YTD | +14.2% | +12.2% | +2.0% | +8.9% |
| 1Y | +17.5% | +17.1% | +0.5% | +10.2% |
| 3Y | +22.1% | +75.7% | -53.6% | -2.2% |
| 5Y | +11.4% | +83.8% | -72.4% | -12.7% |
| 10Y | +60.0% | +321.9% | -261.9% | -18.1% |
| All | +60.0% | +321.5% | -261.5% | -18.1% |
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