+232.3%
WF vs VOO
+315.3%
-83.0%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -1.9% | -2.0% |
| 7D | -1.9% | -0.4% | -1.5% | -1.6% |
| 30D | +5.9% | -1.4% | +7.2% | +7.2% |
| 3M | +25.2% | +3.7% | +21.5% | +21.5% |
| 6M | +8.8% | +13.0% | -4.2% | -1.8% |
| YTD | +26.4% | +12.4% | +13.9% | +14.7% |
| 1Y | +38.0% | +18.6% | +19.4% | +19.7% |
| 3Y | +236.6% | +78.1% | +158.5% | +105.3% |
| 5Y | +256.8% | +82.3% | +174.6% | +112.3% |
| 10Y | +232.3% | +322.5% | -90.3% | -8.2% |
| All | +232.3% | +315.3% | -83.0% | -8.2% |
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