+28.2%
WLYB vs VOO
+325.3%
-297.0%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.8% | -1.6% | -1.1% |
| 7D | -1.4% | -0.8% | -0.6% | -1.1% |
| 30D | -6.5% | -1.1% | -5.4% | -6.1% |
| 3M | +11.4% | +3.9% | +7.5% | +9.9% |
| 6M | +33.6% | +13.6% | +20.0% | +27.7% |
| YTD | +57.9% | +12.7% | +45.2% | +51.1% |
| 1Y | +17.0% | +17.6% | -0.6% | +10.3% |
| 3Y | +48.0% | +77.3% | -29.3% | +17.8% |
| 5Y | -0.8% | +84.1% | -84.9% | -23.3% |
| All | +28.2% | +325.3% | -297.0% | -34.2% |
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