+86.9%
WLY vs VOO
+810.0%
-723.1%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.3% | -1.1% |
| 7D | -2.4% | -0.8% | -1.6% | -1.8% |
| 30D | -5.8% | -1.1% | -4.8% | -5.0% |
| 3M | +6.1% | +3.9% | +2.2% | +2.6% |
| 6M | +30.7% | +13.6% | +17.0% | +17.1% |
| YTD | +56.0% | +12.7% | +43.3% | +40.6% |
| 1Y | +15.8% | +17.6% | -1.8% | +0.5% |
| 3Y | +45.4% | +77.3% | -31.9% | -11.2% |
| 5Y | -1.2% | +84.1% | -85.3% | -41.8% |
| 10Y | +27.2% | +323.5% | -296.4% | -64.2% |
| All | +86.9% | +810.0% | -723.1% | -74.8% |
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