+532.9%
WMS vs VOO
+315.3%
+217.6%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -1.0% | -0.8% |
| 7D | -0.6% | -0.4% | -0.3% | -0.2% |
| 30D | -6.8% | -1.4% | -5.5% | -5.1% |
| 3M | -2.7% | +3.7% | -6.5% | -7.0% |
| 6M | -11.8% | +13.0% | -24.9% | -24.2% |
| YTD | -8.6% | +12.4% | -21.1% | -20.9% |
| 1Y | -4.2% | +18.6% | -22.7% | -22.6% |
| 3Y | +10.0% | +78.1% | -68.1% | -47.1% |
| 5Y | +15.4% | +82.3% | -66.8% | -44.8% |
| 10Y | +532.9% | +322.5% | +210.4% | +14.6% |
| All | +532.9% | +315.3% | +217.6% | +14.6% |
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