+8.5%
WDI vs VOO
+90.2%
-81.6%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.3% | -1.0% | +0.4% |
| 7D | +1.5% | +0.1% | +1.4% | +1.4% |
| 30D | +2.5% | -3.3% | +5.8% | +3.9% |
| 3M | -6.3% | -2.4% | -3.9% | -5.4% |
| 6M | -8.3% | +2.6% | -10.9% | -9.4% |
| YTD | -4.9% | +11.3% | -16.2% | -9.2% |
| 1Y | -5.4% | +13.4% | -18.8% | -10.4% |
| 3Y | +33.4% | +80.3% | -46.9% | +3.3% |
| 5Y | +10.9% | +72.7% | -61.8% | -15.4% |
| All | +8.5% | +90.2% | -81.6% | -17.9% |
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