+930.9%
WM vs VOO
+777.9%
+153.0%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.3% | -2.4% | -2.3% |
| 7D | +1.2% | -2.7% | +3.9% | +2.7% |
| 30D | +13.1% | -5.4% | +18.4% | +16.5% |
| 3M | +3.6% | -4.1% | +7.7% | +5.8% |
| 6M | +8.1% | +0.7% | +7.3% | +6.7% |
| YTD | +8.9% | +8.7% | +0.2% | +2.1% |
| 1Y | +20.3% | +11.0% | +9.4% | +11.3% |
| 3Y | +46.2% | +75.5% | -29.3% | -1.9% |
| 5Y | +59.9% | +68.4% | -8.5% | +8.6% |
| 10Y | +345.6% | +315.7% | +29.9% | +52.8% |
| All | +930.9% | +777.9% | +153.0% | +89.7% |
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 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