+286.4%
WES vs VOO
+577.0%
-290.6%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.5% | +1.5% |
| 7D | +6.0% | +2.6% | +3.4% | +3.1% |
| 30D | -3.9% | -2.0% | -1.9% | -1.9% |
| 3M | -10.8% | -2.8% | -8.0% | -8.2% |
| 6M | -3.2% | +2.2% | -5.3% | -6.3% |
| YTD | +16.3% | +11.5% | +4.7% | +1.3% |
| 1Y | +19.0% | +13.5% | +5.5% | +1.5% |
| 3Y | +100.3% | +78.1% | +22.2% | -1.4% |
| 5Y | +190.5% | +73.1% | +117.3% | +44.6% |
| 10Y | +128.2% | +310.7% | -182.5% | -51.9% |
| All | +286.4% | +577.0% | -290.6% | -41.8% |
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