+302.1%
WDAY vs VOO
+584.0%
-281.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.4% | -5.0% | -4.9% |
| 7D | -4.4% | +0.1% | -4.5% | -4.4% |
| 30D | +14.7% | +0.1% | +14.7% | +14.9% |
| 3M | +32.4% | +2.0% | +30.4% | +28.7% |
| 6M | +36.9% | +13.0% | +23.8% | +16.7% |
| YTD | -8.8% | +13.6% | -22.4% | -22.7% |
| 1Y | -15.3% | +20.1% | -35.4% | -33.0% |
| 3Y | -21.2% | +77.6% | -98.8% | -61.8% |
| 5Y | -29.5% | +82.4% | -111.9% | -66.2% |
| 10Y | +120.0% | +316.8% | -196.8% | -62.0% |
| All | +302.1% | +584.0% | -281.9% | -52.0% |
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