+30.9%
WDI vs VOO
+75.5%
-44.6%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.3% | +0.4% | +0.6% |
| 7D | +0.8% | -2.7% | +3.5% | +1.8% |
| 30D | +1.3% | -5.4% | +6.7% | +3.5% |
| 3M | -7.1% | -4.1% | -3.1% | -5.7% |
| 6M | -10.1% | +0.7% | -10.9% | -10.5% |
| YTD | -6.2% | +8.7% | -14.9% | -9.5% |
| 1Y | -6.5% | +11.0% | -17.5% | -10.5% |
| 3Y | +30.9% | +75.5% | -44.6% | +3.2% |
| All | +30.9% | +75.5% | -44.6% | +3.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling