+110.9%
WDIV vs VOO
+315.3%
-204.5%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.4% |
| 7D | -0.5% | -0.4% | -0.1% | -0.2% |
| 30D | +0.7% | -1.4% | +2.1% | +1.6% |
| 3M | +5.8% | +3.7% | +2.1% | +3.2% |
| 6M | +9.8% | +13.0% | -3.2% | +1.1% |
| YTD | +14.7% | +12.4% | +2.3% | +6.0% |
| 1Y | +20.8% | +18.6% | +2.2% | +7.6% |
| 3Y | +71.0% | +78.1% | -7.0% | +13.7% |
| 5Y | +57.5% | +82.3% | -24.7% | +1.7% |
| 10Y | +110.9% | +322.5% | -211.7% | -30.5% |
| All | +110.9% | +315.3% | -204.5% | -30.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling