+78.5%
WD vs VOO
+309.2%
-230.6%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.3% | -3.3% | -3.2% |
| 7D | +13.6% | -0.6% | +14.2% | +14.2% |
| 30D | +21.1% | -3.6% | +24.7% | +26.3% |
| 3M | -6.3% | -2.7% | -3.6% | -3.4% |
| 6M | -24.6% | +2.2% | -26.8% | -27.1% |
| YTD | -30.5% | +10.9% | -41.4% | -39.2% |
| 1Y | -36.2% | +11.3% | -47.5% | -44.5% |
| 3Y | -37.3% | +76.9% | -114.2% | -69.7% |
| 5Y | -68.1% | +73.5% | -141.6% | -84.0% |
| All | +78.5% | +309.2% | -230.6% | -72.4% |
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