-75.0%
WRD vs VOO
+32.8%
-107.8%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.1% | -0.6% |
| 7D | -7.2% | +2.6% | -9.7% | -12.6% |
| 30D | -1.7% | -2.0% | +0.3% | +3.4% |
| 3M | -30.4% | -2.8% | -27.7% | -25.2% |
| 6M | -45.9% | +2.2% | -48.0% | -47.9% |
| YTD | -52.3% | +11.5% | -63.8% | -62.7% |
| 1Y | -43.1% | +13.5% | -56.5% | -57.3% |
| All | -75.0% | +32.8% | -107.8% | -84.9% |
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 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