+36.7%
WDS vs VOO
+812.0%
-775.2%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.6% | +3.7% | +3.7% |
| 7D | +0.7% | +0.5% | +0.1% | +0.1% |
| 30D | +7.3% | -0.9% | +8.2% | +8.3% |
| 3M | +11.0% | +3.9% | +7.1% | +5.7% |
| 6M | +7.7% | +14.5% | -6.8% | -8.7% |
| YTD | +58.6% | +13.0% | +45.6% | +36.3% |
| 1Y | +51.2% | +19.4% | +31.8% | +21.9% |
| 3Y | +13.4% | +78.9% | -65.5% | -42.9% |
| 5Y | +133.2% | +82.3% | +51.0% | +12.5% |
| 10Y | +88.4% | +314.2% | -225.8% | -65.4% |
| All | +36.7% | +812.0% | -775.2% | -90.3% |
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