+132.6%
WDS vs VOO
+82.8%
+49.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.8% | -1.7% | -1.4% |
| 7D | +4.0% | -0.8% | +4.8% | +4.5% |
| 30D | +5.7% | -1.1% | +6.8% | +6.4% |
| 3M | +11.7% | +3.9% | +7.8% | +8.4% |
| 6M | +9.2% | +13.6% | -4.4% | -1.2% |
| YTD | +60.0% | +12.7% | +47.3% | +45.4% |
| 1Y | +49.9% | +17.6% | +32.3% | +31.7% |
| 3Y | +13.6% | +77.3% | -63.8% | -28.1% |
| All | +132.6% | +82.8% | +49.7% | +47.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling