+121.8%
WELD vs VOO
+94.2%
+27.6%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.8% |
| 7D | +3.6% | +0.5% | +3.1% | +2.9% |
| 30D | -6.5% | -0.9% | -5.6% | -5.5% |
| 3M | -6.0% | +3.9% | -9.8% | -10.1% |
| 6M | +10.0% | +14.5% | -4.6% | -6.2% |
| YTD | +23.7% | +13.0% | +10.7% | +7.2% |
| 1Y | +29.8% | +19.4% | +10.3% | +5.5% |
| 3Y | +93.4% | +78.9% | +14.5% | -1.0% |
| All | +121.8% | +94.2% | +27.6% | -0.6% |
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