+74.9%
WGMI vs VOO
+82.3%
-7.4%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.8% | +2.4% | +1.0% |
| 7D | -0.9% | -0.8% | -0.1% | +1.2% |
| 30D | -4.5% | -1.1% | -3.4% | -1.6% |
| 3M | -26.4% | +3.9% | -30.3% | -32.7% |
| 6M | +20.9% | +13.6% | +7.3% | -9.5% |
| YTD | +23.0% | +12.7% | +10.3% | -4.5% |
| 1Y | +31.9% | +17.6% | +14.4% | -6.0% |
| 3Y | +369.9% | +77.3% | +292.6% | +42.5% |
| All | +74.9% | +82.3% | -7.4% | -42.8% |
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