+48.6%
WGO vs VOO
+325.3%
-276.7%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | -0.9% |
| 7D | -7.8% | -0.8% | -7.1% | -6.9% |
| 30D | -11.7% | -1.1% | -10.6% | -10.4% |
| 3M | +1.7% | +3.9% | -2.2% | -3.2% |
| 6M | -14.8% | +13.6% | -28.5% | -27.9% |
| YTD | -27.2% | +12.7% | -40.0% | -37.8% |
| 1Y | -16.3% | +17.6% | -33.9% | -32.4% |
| 3Y | -48.1% | +77.3% | -125.4% | -75.1% |
| 5Y | -54.2% | +84.1% | -138.3% | -79.0% |
| All | +48.6% | +325.3% | -276.7% | -76.9% |
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