+96.0%
WDFC vs VOO
+314.0%
-218.0%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.3% | -2.5% |
| 7D | -5.1% | +0.5% | -5.7% | -5.4% |
| 30D | -14.1% | -0.9% | -13.2% | -13.7% |
| 3M | -1.5% | +3.9% | -5.4% | -3.5% |
| 6M | -13.9% | +14.5% | -28.4% | -20.1% |
| YTD | +3.9% | +13.0% | -9.1% | -3.1% |
| 1Y | -5.3% | +19.4% | -24.7% | -14.6% |
| 3Y | +4.3% | +78.9% | -74.5% | -26.9% |
| 5Y | -5.8% | +82.3% | -88.1% | -35.3% |
| 10Y | +96.0% | +314.2% | -218.2% | -26.5% |
| All | +96.0% | +314.0% | -218.0% | -26.5% |
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