+3.6%
WDFC vs VOO
+67.9%
-64.3%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.3% | -2.8% | -2.7% |
| 7D | +0.4% | -2.7% | +3.1% | +1.7% |
| 30D | +10.5% | -5.4% | +15.9% | +13.3% |
| 3M | -3.7% | -4.1% | +0.4% | -1.9% |
| 6M | +6.0% | +0.7% | +5.3% | +5.4% |
| YTD | +14.7% | +8.7% | +6.0% | +9.6% |
| 1Y | +16.3% | +11.0% | +5.3% | +9.9% |
| 3Y | +5.5% | +75.5% | -70.0% | -25.0% |
| All | +3.6% | +67.9% | -64.3% | -26.2% |
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