+48.0%
WLYB vs VOO
+77.4%
-29.4%
-41.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.8% | -1.6% | -0.8% |
| 7D | -1.4% | -0.8% | -0.6% | -1.3% |
| 30D | -6.5% | -1.1% | -5.4% | -6.4% |
| 3M | +11.4% | +3.9% | +7.5% | +11.2% |
| 6M | +33.6% | +13.6% | +20.0% | +32.5% |
| YTD | +57.9% | +12.7% | +45.2% | +56.6% |
| 1Y | +17.0% | +17.6% | -0.6% | +15.8% |
| 3Y | +48.0% | +77.3% | -29.3% | +44.6% |
| All | +48.0% | +77.4% | -29.4% | +44.6% |
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