+68.3%
WMK vs VOO
+315.3%
-247.1%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -1.4% |
| 7D | -0.9% | -0.4% | -0.5% | -0.7% |
| 30D | -3.2% | -1.4% | -1.9% | -2.7% |
| 3M | -11.6% | +3.7% | -15.3% | -13.0% |
| 6M | +12.1% | +13.0% | -0.9% | +6.4% |
| YTD | +10.4% | +12.4% | -2.1% | +4.9% |
| 1Y | -0.1% | +18.6% | -18.7% | -7.3% |
| 3Y | +16.0% | +78.1% | -62.0% | -10.5% |
| 5Y | +34.8% | +82.3% | -47.4% | +1.8% |
| 10Y | +68.3% | +322.5% | -254.3% | -24.5% |
| All | +68.3% | +315.3% | -247.1% | -24.5% |
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