+139.3%
WFG vs VOO
+325.3%
-186.0%
-78.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.8% | +1.5% | +1.6% |
| 7D | +0.5% | -0.8% | +1.2% | +1.2% |
| 30D | -1.6% | -1.1% | -0.6% | -0.6% |
| 3M | +3.7% | +3.9% | -0.2% | +0.2% |
| 6M | +8.1% | +13.6% | -5.5% | -3.6% |
| YTD | +14.1% | +12.7% | +1.4% | +2.3% |
| 1Y | -9.1% | +17.6% | -26.7% | -21.8% |
| 3Y | +1.7% | +77.3% | -75.7% | -40.9% |
| 5Y | -7.2% | +84.1% | -91.4% | -48.0% |
| All | +139.3% | +325.3% | -186.0% | -23.4% |
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