+413.6%
WRB vs VOO
+325.3%
+88.3%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.1% | -0.8% |
| 7D | +1.1% | -0.8% | +1.9% | +1.6% |
| 30D | +0.2% | -1.1% | +1.3% | +1.0% |
| 3M | +4.4% | +3.9% | +0.5% | +1.2% |
| 6M | +3.9% | +13.6% | -9.7% | -6.1% |
| YTD | +0.7% | +12.7% | -12.0% | -8.7% |
| 1Y | -2.6% | +17.6% | -20.2% | -14.8% |
| 3Y | +82.4% | +77.3% | +5.1% | +12.0% |
| 5Y | +147.0% | +84.1% | +62.9% | +44.0% |
| All | +413.6% | +325.3% | +88.3% | +50.1% |
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