-14.9%
WMS vs VOO
+12.1%
-27.0%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +2.3% |
| 7D | +1.0% | +2.6% | -1.6% | -3.1% |
| 30D | +0.3% | -2.0% | +2.3% | +4.3% |
| 3M | -15.7% | -2.8% | -13.0% | -11.2% |
| 6M | -8.7% | +2.2% | -10.9% | -10.7% |
| YTD | -12.9% | +11.5% | -24.5% | -26.0% |
| 1Y | -14.9% | +13.5% | -28.4% | -29.3% |
| All | -14.9% | +12.1% | -27.0% | -29.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling