+123.2%
WF vs VOO
+795.4%
-672.2%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.4% | -1.4% |
| 7D | +3.9% | -0.6% | +4.5% | +4.3% |
| 30D | -5.6% | -3.6% | -1.9% | -2.3% |
| 3M | -1.9% | -2.7% | +0.8% | +0.7% |
| 6M | -1.5% | +2.2% | -3.8% | -3.5% |
| YTD | +17.1% | +10.9% | +6.2% | +6.5% |
| 1Y | +25.5% | +11.3% | +14.2% | +13.7% |
| 3Y | +188.7% | +76.9% | +111.8% | +67.1% |
| 5Y | +176.0% | +73.5% | +102.5% | +61.6% |
| 10Y | +186.9% | +307.7% | -120.8% | -32.5% |
| All | +123.2% | +795.4% | -672.2% | -81.5% |
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