+115.0%
WLDN vs VOO
+82.8%
+32.1%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | -0.6% |
| 7D | -4.2% | -0.8% | -3.4% | -3.3% |
| 30D | -3.2% | -1.1% | -2.1% | -2.1% |
| 3M | -15.7% | +3.9% | -19.6% | -19.1% |
| 6M | -2.1% | +13.6% | -15.8% | -14.8% |
| YTD | -20.7% | +12.7% | -33.4% | -30.0% |
| 1Y | -22.4% | +17.6% | -40.0% | -34.1% |
| 3Y | +290.9% | +77.3% | +213.5% | +116.5% |
| All | +115.0% | +82.8% | +32.1% | +12.2% |
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 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