+128.3%
WFC vs VOO
+81.6%
+46.7%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.5% | +2.4% | +2.4% |
| 7D | +0.4% | -0.4% | +0.8% | +0.8% |
| 30D | +2.5% | -1.4% | +3.8% | +3.8% |
| 3M | +10.0% | +3.7% | +6.3% | +5.8% |
| 6M | +15.1% | +13.0% | +2.0% | +1.2% |
| YTD | -2.2% | +12.4% | -14.6% | -13.4% |
| 1Y | +13.5% | +18.6% | -5.1% | -4.9% |
| 3Y | +135.2% | +78.1% | +57.2% | +31.7% |
| 5Y | +128.3% | +82.3% | +46.1% | +27.1% |
| All | +128.3% | +81.6% | +46.7% | +27.1% |
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