+1,719.4%
WLFC vs VOO
+812.0%
+907.4%
-79.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.6% | +2.7% | +2.6% |
| 7D | +6.3% | +0.5% | +5.8% | +5.8% |
| 30D | -5.7% | -0.9% | -4.8% | -5.0% |
| 3M | -7.0% | +3.9% | -10.9% | -9.9% |
| 6M | -3.1% | +14.5% | -17.7% | -13.5% |
| YTD | +27.8% | +13.0% | +14.8% | +15.8% |
| 1Y | +16.2% | +19.4% | -3.2% | +0.6% |
| 3Y | +328.2% | +78.9% | +249.3% | +174.3% |
| 5Y | +376.4% | +82.3% | +294.1% | +194.4% |
| 10Y | +692.3% | +314.2% | +378.1% | +204.2% |
| All | +1,719.4% | +812.0% | +907.4% | +467.0% |
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