+35.4%
WMK vs VOO
+78.4%
-43.1%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.3% | +0.9% | +2.7% |
| 7D | +5.9% | +0.1% | +5.8% | +5.9% |
| 30D | +9.9% | -3.3% | +13.2% | +10.6% |
| 3M | +6.6% | -2.4% | +9.0% | +7.1% |
| 6M | +14.3% | +2.6% | +11.7% | +13.5% |
| YTD | +27.0% | +11.3% | +15.7% | +23.6% |
| 1Y | +26.7% | +13.4% | +13.2% | +22.6% |
| 3Y | +35.4% | +80.3% | -44.9% | +4.5% |
| All | +35.4% | +78.4% | -43.1% | +4.5% |
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 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