+673.2%
WDFC vs VOO
+817.1%
-143.9%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.1% |
| 7D | -4.4% | +0.1% | -4.5% | -4.5% |
| 30D | -11.6% | +0.1% | -11.7% | -11.6% |
| 3M | +2.6% | +2.0% | +0.6% | +1.2% |
| 6M | -14.3% | +13.0% | -27.3% | -20.9% |
| YTD | +6.9% | +13.6% | -6.7% | -2.0% |
| 1Y | -2.4% | +20.1% | -22.5% | -14.0% |
| 3Y | +3.4% | +77.6% | -74.1% | -31.4% |
| 5Y | -5.3% | +82.4% | -87.7% | -39.1% |
| 10Y | +101.6% | +316.8% | -215.3% | -35.0% |
| All | +673.2% | +817.1% | -143.9% | +11.7% |
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