-69.5%
WD vs VOO
+72.6%
-142.1%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.4% |
| 7D | -1.9% | +2.6% | -4.5% | -4.7% |
| 30D | +19.5% | -2.0% | +21.5% | +21.8% |
| 3M | -9.0% | -2.8% | -6.2% | -6.2% |
| 6M | -26.7% | +2.2% | -28.8% | -29.0% |
| YTD | -33.4% | +11.5% | -44.9% | -42.0% |
| 1Y | -38.3% | +13.5% | -51.7% | -47.3% |
| 3Y | -41.7% | +78.1% | -119.7% | -71.9% |
| All | -69.5% | +72.6% | -142.1% | -85.1% |
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 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