+764.0%
WMS vs VOO
+369.8%
+394.2%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.3% | -4.1% | -4.0% |
| 7D | +0.7% | +3.3% | -2.6% | -3.3% |
| 30D | -2.5% | -2.7% | +0.1% | +1.6% |
| 3M | -12.0% | -1.7% | -10.2% | -9.3% |
| 6M | -11.4% | +3.1% | -14.5% | -14.0% |
| YTD | -14.4% | +11.9% | -26.3% | -24.9% |
| 1Y | -17.7% | +12.1% | -29.8% | -27.8% |
| 3Y | +10.7% | +78.6% | -67.8% | -46.1% |
| 5Y | -2.9% | +73.8% | -76.7% | -49.9% |
| 10Y | +518.6% | +312.3% | +206.3% | +18.2% |
| All | +764.0% | +369.8% | +394.2% | +44.4% |
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 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