+729.6%
WDFC vs VOO
+777.9%
-48.2%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.3% | -2.8% | -2.7% |
| 7D | +0.4% | -2.7% | +3.1% | +2.2% |
| 30D | +10.5% | -5.4% | +15.9% | +14.3% |
| 3M | -3.7% | -4.1% | +0.4% | -1.3% |
| 6M | +6.0% | +0.7% | +5.3% | +5.2% |
| YTD | +14.7% | +8.7% | +6.0% | +7.9% |
| 1Y | +16.3% | +11.0% | +5.3% | +7.8% |
| 3Y | +5.5% | +75.5% | -70.0% | -29.8% |
| 5Y | +3.3% | +68.4% | -65.0% | -29.9% |
| 10Y | +150.9% | +315.7% | -164.8% | -19.9% |
| All | +729.6% | +777.9% | -48.2% | +23.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling