-73.4%
WGS vs VOO
+145.3%
-218.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.2% | -0.9% |
| 7D | -0.4% | +0.1% | -0.5% | -0.6% |
| 30D | +23.0% | +0.1% | +22.9% | +22.9% |
| 3M | +52.8% | +2.0% | +50.8% | +47.9% |
| 6M | +8.2% | +13.0% | -4.8% | -14.3% |
| YTD | -33.9% | +13.6% | -47.5% | -48.3% |
| 1Y | -34.0% | +20.1% | -54.1% | -53.4% |
| 3Y | +1,813.0% | +77.6% | +1,735.5% | +536.9% |
| 5Y | -73.9% | +82.4% | -156.4% | -91.3% |
| All | -73.4% | +145.3% | -218.8% | -92.4% |
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