+0.9%
WFG vs VOO
+77.0%
-76.1%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.6% |
| 7D | +2.4% | -0.4% | +2.7% | +2.6% |
| 30D | -3.9% | -1.4% | -2.5% | -2.9% |
| 3M | +3.1% | +3.7% | -0.6% | +0.5% |
| 6M | +6.6% | +13.0% | -6.4% | -2.2% |
| YTD | +13.2% | +12.4% | +0.7% | +4.0% |
| 1Y | -6.7% | +18.6% | -25.3% | -17.7% |
| All | +0.9% | +77.0% | -76.1% | -42.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling