+183.4%
WLDR vs VOO
+215.5%
-32.2%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.6% | +0.5% |
| 7D | +3.4% | +0.5% | +2.9% | +3.0% |
| 30D | +3.1% | -0.9% | +4.0% | +3.9% |
| 3M | +8.6% | +3.9% | +4.8% | +5.4% |
| 6M | +29.6% | +14.5% | +15.0% | +16.4% |
| YTD | +37.1% | +13.0% | +24.2% | +24.6% |
| 1Y | +47.7% | +19.4% | +28.3% | +28.4% |
| 3Y | +136.5% | +78.9% | +57.6% | +49.1% |
| 5Y | +144.4% | +82.3% | +62.1% | +51.0% |
| All | +183.4% | +215.5% | -32.2% | +16.8% |
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