-4.2%
WDEF vs VOO
+23.5%
-27.7%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.6% | -1.6% |
| 7D | -3.2% | -0.4% | -2.8% | -2.8% |
| 30D | -10.5% | -1.4% | -9.1% | -9.3% |
| 3M | -1.1% | +3.7% | -4.8% | -4.6% |
| 6M | -13.6% | +13.0% | -26.6% | -24.3% |
| YTD | -0.8% | +12.4% | -13.2% | -12.7% |
| 1Y | -3.1% | +18.6% | -21.7% | -17.5% |
| All | -4.2% | +23.5% | -27.7% | -20.4% |
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 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