-14.9%
WEBL vs VOO
+18.2%
-33.1%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.8% | +2.7% | +0.5% |
| 7D | -2.2% | -0.8% | -1.4% | +0.7% |
| 30D | -3.9% | -1.1% | -2.8% | +0.5% |
| 3M | +22.5% | +3.9% | +18.6% | +9.3% |
| 6M | +45.4% | +13.6% | +31.8% | -5.6% |
| YTD | +5.2% | +12.7% | -7.5% | -27.9% |
| 1Y | -14.9% | +17.6% | -32.4% | -48.9% |
| All | -14.9% | +18.2% | -33.1% | -48.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling