+2,458.7%
WLDN vs VOO
+807.8%
+1,650.9%
-78.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.5% | -5.1% | -5.1% |
| 7D | -5.9% | -0.4% | -5.5% | -5.6% |
| 30D | +0.1% | -1.4% | +1.5% | +1.5% |
| 3M | -16.6% | +3.7% | -20.3% | -19.5% |
| 6M | -0.8% | +13.0% | -13.8% | -11.8% |
| YTD | -20.5% | +12.4% | -33.0% | -28.6% |
| 1Y | -13.1% | +18.6% | -31.7% | -25.5% |
| 3Y | +285.5% | +78.1% | +207.5% | +125.1% |
| 5Y | +115.7% | +82.3% | +33.4% | +23.1% |
| 10Y | +366.8% | +322.5% | +44.3% | +41.1% |
| All | +2,458.7% | +807.8% | +1,650.9% | +577.1% |
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