-83.0%
WGS vs VOO
+139.5%
-222.6%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -0.3% | -16.2% | -15.9% |
| 7D | -20.1% | -0.6% | -19.5% | -19.1% |
| 30D | -18.6% | -3.6% | -14.9% | -12.2% |
| 3M | -29.6% | -2.7% | -26.9% | -25.5% |
| 6M | +34.5% | +2.2% | +32.2% | +30.5% |
| YTD | -57.8% | +10.9% | -68.7% | -65.3% |
| 1Y | -61.6% | +11.3% | -72.9% | -68.5% |
| 3Y | +4,217.3% | +76.9% | +4,140.4% | +1,367.3% |
| 5Y | -79.2% | +73.5% | -152.7% | -92.5% |
| All | -83.0% | +139.5% | -222.6% | -94.9% |
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