-70.0%
WGS vs VOO
+82.3%
-152.3%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.4% | +0.9% |
| 7D | +1.2% | +0.5% | +0.7% | +0.2% |
| 30D | +11.4% | -0.9% | +12.3% | +13.3% |
| 3M | +65.8% | +3.9% | +61.9% | +54.5% |
| 6M | -2.5% | +14.5% | -17.1% | -25.1% |
| YTD | -34.0% | +13.0% | -46.9% | -48.2% |
| 1Y | -33.6% | +19.4% | -53.0% | -53.2% |
| 3Y | +1,754.6% | +78.9% | +1,675.8% | +479.2% |
| 5Y | -70.0% | +82.3% | -152.3% | -90.6% |
| All | -70.0% | +82.3% | -152.3% | -90.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling