+428.1%
WMT vs VOO
+325.3%
+102.8%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.8% | +0.5% | +0.9% |
| 7D | 0.0% | -0.8% | +0.8% | +0.4% |
| 30D | -7.4% | -1.1% | -6.3% | -6.9% |
| 3M | -10.9% | +3.9% | -14.8% | -12.6% |
| 6M | -12.7% | +13.6% | -26.3% | -18.4% |
| YTD | -3.2% | +12.7% | -15.9% | -9.2% |
| 1Y | +5.3% | +17.6% | -12.3% | -3.6% |
| 3Y | +101.9% | +77.3% | +24.5% | +48.6% |
| 5Y | +134.6% | +84.1% | +50.4% | +67.2% |
| All | +428.1% | +325.3% | +102.8% | +132.6% |
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