-90.0%
WFF vs VOO
+36.5%
-126.4%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -1.9% |
| 7D | -6.9% | -0.4% | -6.6% | -6.7% |
| 30D | -19.3% | -1.4% | -17.9% | -18.8% |
| 3M | -7.8% | +3.7% | -11.6% | -10.4% |
| 6M | -20.0% | +13.0% | -33.0% | -26.4% |
| YTD | -18.3% | +12.4% | -30.7% | -24.2% |
| 1Y | -59.1% | +18.6% | -77.7% | -62.3% |
| All | -90.0% | +36.5% | -126.4% | -90.7% |
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