+1,279.4%
WRB vs VOO
+800.4%
+478.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.6% |
| 7D | +2.9% | +2.6% | +0.4% | +1.0% |
| 30D | +4.9% | -2.0% | +6.9% | +6.2% |
| 3M | +10.0% | -2.8% | +12.8% | +11.9% |
| 6M | +19.6% | +2.2% | +17.4% | +16.6% |
| YTD | +11.7% | +11.5% | +0.2% | +1.5% |
| 1Y | +3.4% | +13.5% | -10.1% | -7.4% |
| 3Y | +81.3% | +78.1% | +3.2% | +10.5% |
| 5Y | +141.6% | +73.1% | +68.5% | +48.1% |
| 10Y | +452.7% | +310.7% | +142.0% | +63.6% |
| All | +1,279.4% | +800.4% | +478.9% | +112.9% |
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 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