-73.3%
WGS vs VOO
+142.9%
-216.1%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +1.5% |
| 7D | -0.3% | -0.4% | +0.1% | +0.4% |
| 30D | +11.0% | -1.4% | +12.4% | +13.8% |
| 3M | +53.5% | +3.7% | +49.8% | +43.9% |
| 6M | -8.5% | +13.0% | -21.5% | -27.5% |
| YTD | -33.5% | +12.4% | -45.9% | -47.0% |
| 1Y | -31.3% | +18.6% | -49.9% | -50.4% |
| 3Y | +1,767.8% | +78.1% | +1,689.8% | +516.2% |
| 5Y | -70.6% | +82.3% | -152.9% | -90.1% |
| All | -73.3% | +142.9% | -216.1% | -92.2% |
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