+668.5%
WLFC vs VOO
+325.3%
+343.2%
-79.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.9% | -0.9% |
| 7D | -0.1% | -0.8% | +0.7% | +0.7% |
| 30D | -1.5% | -1.1% | -0.5% | -0.5% |
| 3M | -12.0% | +3.9% | -15.8% | -15.6% |
| 6M | -6.8% | +13.6% | -20.4% | -18.6% |
| YTD | +25.0% | +12.7% | +12.3% | +10.4% |
| 1Y | +12.7% | +17.6% | -4.8% | -4.8% |
| 3Y | +325.4% | +77.3% | +248.1% | +140.8% |
| 5Y | +370.8% | +84.1% | +286.7% | +147.3% |
| All | +668.5% | +325.3% | +343.2% | +75.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling