+21.6%
WLFC vs VOO
+14.7%
+7.0%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +1.6% | +9.1% | +8.5% |
| 7D | +18.4% | -0.7% | +19.2% | +19.5% |
| 30D | +11.2% | -1.1% | +12.3% | +12.8% |
| 3M | -32.4% | -0.3% | -32.0% | -32.1% |
| 6M | -26.7% | +7.4% | -34.1% | -35.0% |
| YTD | +6.0% | +13.4% | -7.3% | -13.0% |
| 1Y | +21.6% | +14.8% | +6.8% | -0.4% |
| All | +21.6% | +14.7% | +7.0% | -0.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling