+289.9%
WGO vs VOO
+807.8%
-518.0%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.6% | -1.4% |
| 7D | -4.0% | -0.4% | -3.6% | -3.5% |
| 30D | -9.1% | -1.4% | -7.8% | -7.4% |
| 3M | +2.4% | +3.7% | -1.4% | -2.7% |
| 6M | -15.5% | +13.0% | -28.5% | -28.7% |
| YTD | -25.9% | +12.4% | -38.3% | -37.1% |
| 1Y | -14.0% | +18.6% | -32.5% | -32.2% |
| 3Y | -47.8% | +78.1% | -125.8% | -76.2% |
| 5Y | -52.9% | +82.3% | -135.2% | -79.2% |
| 10Y | +53.7% | +322.5% | -268.8% | -79.0% |
| All | +289.9% | +807.8% | -518.0% | -86.0% |
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