+324.8%
WM vs VOO
+314.4%
+10.3%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.3% | -0.1% | +0.5% |
| 7D | +0.8% | -0.9% | +1.7% | +1.1% |
| 30D | +13.8% | -2.3% | +16.2% | +15.0% |
| 3M | +6.4% | -1.2% | +7.6% | +6.7% |
| 6M | +13.2% | +3.3% | +9.9% | +10.4% |
| YTD | +10.8% | +12.3% | -1.6% | +2.6% |
| 1Y | +20.2% | +12.5% | +7.7% | +11.2% |
| 3Y | +46.5% | +79.2% | -32.7% | -0.2% |
| 5Y | +61.3% | +75.7% | -14.4% | +9.8% |
| 10Y | +324.8% | +313.7% | +11.1% | +60.7% |
| All | +324.8% | +314.4% | +10.3% | +60.7% |
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