-32.2%
WLTH vs VOO
+12.1%
-44.3%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.0% |
| 7D | +5.0% | -0.4% | +5.4% | +5.6% |
| 30D | -0.6% | -1.4% | +0.8% | +1.8% |
| 3M | +5.2% | +3.7% | +1.5% | -1.6% |
| 6M | +9.7% | +13.0% | -3.3% | -9.7% |
| YTD | -30.4% | +12.4% | -42.8% | -40.7% |
| All | -32.2% | +12.1% | -44.3% | -42.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling