+26.3%
WBIG vs VOO
+367.5%
-341.2%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.4% | +0.1% |
| 7D | -1.8% | -0.8% | -1.1% | -1.5% |
| 30D | -1.3% | -1.1% | -0.2% | -0.9% |
| 3M | +4.1% | +3.9% | +0.2% | +2.5% |
| 6M | +10.7% | +13.6% | -2.9% | +5.0% |
| YTD | +13.5% | +12.7% | +0.8% | +8.0% |
| 1Y | +16.5% | +17.6% | -1.1% | +8.9% |
| 3Y | +22.9% | +77.3% | -54.4% | -2.3% |
| 5Y | +9.7% | +84.1% | -74.4% | -14.6% |
| 10Y | +58.4% | +323.5% | -265.2% | -11.3% |
| All | +26.3% | +367.5% | -341.2% | -30.8% |
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