-4.2%
WDEF vs VOO
+22.8%
-27.0%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.5% |
| 7D | -2.7% | -2.0% | -0.8% | -0.9% |
| 30D | -11.0% | -1.7% | -9.3% | -9.6% |
| 3M | +0.7% | +4.7% | -4.0% | -3.8% |
| 6M | -14.4% | +12.6% | -27.0% | -24.7% |
| YTD | -0.8% | +11.8% | -12.6% | -12.3% |
| 1Y | -5.1% | +17.5% | -22.7% | -18.7% |
| All | -4.2% | +22.8% | -27.0% | -20.0% |
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 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