+21.7%
WEBL vs VOO
+173.5%
-151.8%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.6% | +1.7% |
| 7D | +0.1% | -0.4% | +0.5% | +1.5% |
| 30D | -6.6% | -1.4% | -5.2% | -1.6% |
| 3M | +17.7% | +3.7% | +14.0% | +6.3% |
| 6M | +41.2% | +13.0% | +28.1% | -2.2% |
| YTD | +4.2% | +12.4% | -8.2% | -25.3% |
| 1Y | -17.1% | +18.6% | -35.7% | -49.2% |
| 3Y | +128.6% | +78.1% | +50.5% | -51.8% |
| 5Y | -68.4% | +82.3% | -150.6% | -89.7% |
| All | +21.7% | +173.5% | -151.8% | -79.5% |
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 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