+254.9%
WF vs VOO
+82.3%
+172.5%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.2% | +2.1% |
| 7D | +2.3% | +0.5% | +1.8% | +1.9% |
| 30D | +4.8% | -0.9% | +5.7% | +5.7% |
| 3M | +30.5% | +3.9% | +26.6% | +26.5% |
| 6M | +15.1% | +14.5% | +0.5% | +2.8% |
| YTD | +29.4% | +13.0% | +16.5% | +17.1% |
| 1Y | +43.7% | +19.4% | +24.2% | +24.2% |
| 3Y | +244.7% | +78.9% | +165.8% | +111.3% |
| 5Y | +254.9% | +82.3% | +172.6% | +117.1% |
| All | +254.9% | +82.3% | +172.5% | +117.1% |
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