-79.7%
WGS vs VOO
+140.4%
-220.0%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +2.3% | +3.0% | +1.0% |
| 7D | +2.5% | +0.1% | +2.5% | +2.5% |
| 30D | -2.4% | -3.3% | +0.9% | +4.4% |
| 3M | -14.7% | -2.4% | -12.3% | -10.4% |
| 6M | +61.2% | +2.6% | +58.6% | +55.2% |
| YTD | -49.5% | +11.3% | -60.7% | -58.7% |
| 1Y | -53.0% | +13.4% | -66.4% | -62.8% |
| 3Y | +4,370.7% | +80.3% | +4,290.5% | +1,352.6% |
| 5Y | -75.3% | +72.7% | -148.0% | -91.0% |
| All | -79.7% | +140.4% | -220.0% | -93.9% |
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 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