+91.7%
WD vs VOO
+317.9%
-226.2%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +2.3% | +3.9% | +3.4% |
| 7D | +16.0% | +0.1% | +15.9% | +15.6% |
| 30D | +25.7% | -3.3% | +29.0% | +30.5% |
| 3M | -5.1% | -2.4% | -2.7% | -2.5% |
| 6M | -21.7% | +2.6% | -24.3% | -24.7% |
| YTD | -27.8% | +11.3% | -39.1% | -37.2% |
| 1Y | -36.7% | +13.4% | -50.2% | -46.3% |
| 3Y | -33.4% | +80.3% | -113.6% | -68.6% |
| 5Y | -66.9% | +72.7% | -139.6% | -83.3% |
| 10Y | +91.7% | +310.0% | -218.3% | -69.7% |
| All | +91.7% | +317.9% | -226.2% | -69.7% |
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