+99.3%
WELD vs VOO
+91.8%
+7.5%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | +0.1% |
| 7D | +4.3% | +2.6% | +1.7% | +1.1% |
| 30D | -5.2% | -2.0% | -3.3% | -2.7% |
| 3M | -15.1% | -2.8% | -12.3% | -11.8% |
| 6M | -14.8% | +2.2% | -16.9% | -16.5% |
| YTD | +11.1% | +11.5% | -0.4% | -1.9% |
| 1Y | +14.7% | +13.5% | +1.2% | -0.7% |
| 3Y | +76.5% | +78.1% | -1.5% | -8.9% |
| All | +99.3% | +91.8% | +7.5% | -9.0% |
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 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