+118.8%
WELD vs VOO
+93.4%
+25.4%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -0.8% |
| 7D | +1.4% | -0.4% | +1.8% | +1.9% |
| 30D | -6.8% | -1.4% | -5.4% | -5.2% |
| 3M | -7.8% | +3.7% | -11.5% | -11.7% |
| 6M | +6.5% | +13.0% | -6.6% | -7.8% |
| YTD | +22.0% | +12.4% | +9.6% | +6.3% |
| 1Y | +29.3% | +18.6% | +10.7% | +6.0% |
| 3Y | +90.7% | +78.1% | +12.7% | -1.8% |
| All | +118.8% | +93.4% | +25.4% | -1.4% |
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