+743.8%
WMT vs VOO
+807.8%
-64.0%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.2% | 0.0% |
| 7D | -0.2% | -0.4% | +0.1% | -0.1% |
| 30D | -5.8% | -1.4% | -4.5% | -5.2% |
| 3M | -10.8% | +3.7% | -14.5% | -12.5% |
| 6M | -14.3% | +13.0% | -27.4% | -19.7% |
| YTD | -4.4% | +12.4% | -16.8% | -10.3% |
| 1Y | +4.3% | +18.6% | -14.3% | -4.9% |
| 3Y | +100.1% | +78.1% | +22.0% | +47.0% |
| 5Y | +130.8% | +82.3% | +48.6% | +65.4% |
| 10Y | +433.7% | +322.5% | +111.2% | +139.2% |
| All | +743.8% | +807.8% | -64.0% | +165.6% |
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 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