-54.8%
WD vs VOO
+82.6%
-137.3%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.4% | +2.6% | +2.6% |
| 7D | +3.0% | +0.1% | +2.9% | +2.9% |
| 30D | -15.7% | +0.1% | -15.8% | -15.7% |
| 3M | -16.2% | +2.0% | -18.2% | -18.3% |
| 6M | -11.5% | +13.0% | -24.5% | -23.8% |
| YTD | -25.9% | +13.6% | -39.5% | -36.5% |
| 1Y | -46.0% | +20.1% | -66.0% | -56.9% |
| 3Y | -43.7% | +77.6% | -121.3% | -72.6% |
| All | -54.8% | +82.6% | -137.3% | -78.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling