-4.0%
WFRD vs VOO
+77.4%
-81.4%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.0% | -2.5% |
| 7D | -7.3% | -0.8% | -6.6% | -6.2% |
| 30D | -4.2% | -1.1% | -3.1% | -2.6% |
| 3M | -11.8% | +3.9% | -15.7% | -16.8% |
| 6M | -3.6% | +13.6% | -17.2% | -20.5% |
| YTD | +14.5% | +12.7% | +1.8% | -4.5% |
| 1Y | +43.3% | +17.6% | +25.8% | +11.7% |
| 3Y | -4.0% | +77.3% | -81.3% | -51.6% |
| All | -4.0% | +77.4% | -81.4% | -51.6% |
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