+36.8%
WLY vs VOO
+9.9%
+26.9%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -4.4% | +0.9% | -2.6% |
| 7D | -1.9% | -4.7% | +2.8% | -0.9% |
| 30D | +4.2% | -5.9% | +10.1% | +5.4% |
| 3M | -6.6% | -4.5% | -2.1% | -5.7% |
| 6M | +25.3% | +1.9% | +23.4% | +24.6% |
| YTD | +68.7% | +8.4% | +60.3% | +64.0% |
| 1Y | +36.8% | +9.5% | +27.3% | +32.1% |
| All | +36.8% | +9.9% | +26.9% | +32.1% |
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