+7.1%
WDI vs VOO
+89.5%
-82.4%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.0% | -1.2% |
| 7D | -0.4% | -0.6% | +0.2% | -0.2% |
| 30D | +1.1% | -3.6% | +4.8% | +2.6% |
| 3M | -7.5% | -2.7% | -4.8% | -6.5% |
| 6M | -9.5% | +2.2% | -11.8% | -10.5% |
| YTD | -6.2% | +10.9% | -17.1% | -10.3% |
| 1Y | -7.1% | +11.3% | -18.4% | -11.3% |
| 3Y | +31.6% | +76.9% | -45.3% | +2.7% |
| 5Y | +10.0% | +73.5% | -63.5% | -16.0% |
| All | +7.1% | +89.5% | -82.4% | -18.9% |
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