+330.8%
WM vs VOO
+311.2%
+19.6%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +1.8% |
| 7D | +1.2% | +3.3% | -2.1% | -0.6% |
| 30D | +15.2% | -2.7% | +17.9% | +16.7% |
| 3M | +8.3% | -1.7% | +10.1% | +9.0% |
| 6M | +13.1% | +3.1% | +10.0% | +10.4% |
| YTD | +12.5% | +11.9% | +0.6% | +4.5% |
| 1Y | +21.8% | +12.1% | +9.7% | +12.9% |
| 3Y | +48.8% | +78.6% | -29.8% | +1.6% |
| 5Y | +62.1% | +73.8% | -11.7% | +11.1% |
| All | +330.8% | +311.2% | +19.6% | +63.5% |
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