+39.8%
WMK vs VOO
+72.0%
-32.2%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.3% | +0.9% | +2.5% |
| 7D | +5.9% | +0.1% | +5.8% | +5.9% |
| 30D | +9.9% | -3.3% | +13.2% | +11.0% |
| 3M | +6.6% | -2.4% | +9.0% | +7.4% |
| 6M | +14.3% | +2.6% | +11.7% | +13.1% |
| YTD | +27.0% | +11.3% | +15.7% | +22.1% |
| 1Y | +26.7% | +13.4% | +13.2% | +20.8% |
| 3Y | +35.4% | +80.3% | -44.9% | +6.6% |
| 5Y | +39.8% | +72.7% | -32.9% | +10.4% |
| All | +39.8% | +72.0% | -32.2% | +10.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling