+145.5%
WDFC vs VOO
+317.9%
-172.4%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.3% | -1.5% | -0.4% |
| 7D | -1.9% | +0.1% | -2.0% | -1.9% |
| 30D | +11.1% | -3.3% | +14.4% | +13.0% |
| 3M | -4.4% | -2.4% | -2.0% | -3.2% |
| 6M | +8.4% | +2.6% | +5.8% | +6.7% |
| YTD | +15.7% | +11.3% | +4.4% | +8.6% |
| 1Y | +14.9% | +13.4% | +1.5% | +6.6% |
| 3Y | +8.8% | +80.3% | -71.5% | -24.2% |
| 5Y | +4.5% | +72.7% | -68.2% | -26.0% |
| 10Y | +145.5% | +310.0% | -164.5% | -6.1% |
| All | +145.5% | +317.9% | -172.4% | -6.1% |
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 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