+101.2%
WELD vs VOO
+91.4%
+9.8%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +2.3% | +2.9% | +2.3% |
| 7D | -1.6% | +0.1% | -1.7% | -1.7% |
| 30D | -7.3% | -3.3% | -4.0% | -3.1% |
| 3M | -15.3% | -2.4% | -12.9% | -12.4% |
| 6M | -14.1% | +2.6% | -16.7% | -16.3% |
| YTD | +12.2% | +11.3% | +0.9% | -0.7% |
| 1Y | +14.4% | +13.4% | +0.9% | -1.0% |
| 3Y | +82.2% | +80.3% | +2.0% | -7.3% |
| All | +101.2% | +91.4% | +9.8% | -7.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling