+1,572.2%
WFRD vs VOO
+119.6%
+1,452.6%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.1% |
| 7D | -4.8% | -0.4% | -4.4% | -4.4% |
| 30D | +0.2% | -1.4% | +1.5% | +1.8% |
| 3M | -7.8% | +3.7% | -11.5% | -11.7% |
| 6M | +2.9% | +13.0% | -10.1% | -10.8% |
| YTD | +19.9% | +12.4% | +7.5% | +4.6% |
| 1Y | +52.1% | +18.6% | +33.5% | +24.6% |
| 3Y | +1.8% | +78.1% | -76.2% | -43.7% |
| 5Y | +471.0% | +82.3% | +388.7% | +221.0% |
| All | +1,572.2% | +119.6% | +1,452.6% | +763.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling