+213.0%
WMK vs VOO
+817.1%
-604.1%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +0.9% |
| 7D | +1.1% | +0.1% | +1.0% | +1.0% |
| 30D | -3.6% | +0.1% | -3.6% | -3.6% |
| 3M | -4.4% | +2.0% | -6.5% | -5.6% |
| 6M | +10.7% | +13.0% | -2.4% | +3.4% |
| YTD | +13.9% | +13.6% | +0.3% | +6.1% |
| 1Y | +1.6% | +20.1% | -18.5% | -8.3% |
| 3Y | +18.9% | +77.6% | -58.6% | -14.6% |
| 5Y | +38.2% | +82.4% | -44.2% | -3.6% |
| 10Y | +70.9% | +316.8% | -245.9% | -35.1% |
| All | +213.0% | +817.1% | -604.1% | -40.7% |
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