+403.9%
WD vs VOO
+686.8%
-282.9%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.3% | -2.3% | -2.3% |
| 7D | +12.2% | -2.7% | +15.0% | +15.4% |
| 30D | +15.0% | -5.4% | +20.4% | +21.8% |
| 3M | -10.3% | -4.1% | -6.2% | -6.4% |
| 6M | -24.3% | +0.7% | -25.0% | -25.5% |
| YTD | -32.1% | +8.7% | -40.8% | -38.6% |
| 1Y | -41.9% | +11.0% | -52.9% | -48.7% |
| 3Y | -41.1% | +75.5% | -116.6% | -69.2% |
| 5Y | -68.4% | +68.4% | -136.7% | -82.4% |
| 10Y | +83.8% | +315.7% | -231.9% | -57.0% |
| All | +403.9% | +686.8% | -282.9% | -28.4% |
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 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