-51.6%
WPP vs VOO
+72.6%
-124.1%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +1.1% |
| 7D | +1.9% | +2.6% | -0.6% | -0.4% |
| 30D | +8.7% | -2.0% | +10.7% | +10.4% |
| 3M | +5.0% | -2.8% | +7.8% | +7.6% |
| 6M | +69.1% | +2.2% | +66.9% | +65.0% |
| YTD | +29.8% | +11.5% | +18.3% | +17.0% |
| 1Y | +57.1% | +13.5% | +43.6% | +39.2% |
| 3Y | -24.1% | +78.1% | -102.2% | -56.8% |
| All | -51.6% | +72.6% | -124.1% | -71.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling