-65.6%
WRD vs VOO
+33.1%
-98.7%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -0.7% |
| 7D | -3.3% | -2.0% | -1.3% | +1.3% |
| 30D | -10.0% | -1.7% | -8.4% | -6.3% |
| 3M | -6.6% | +4.7% | -11.4% | -16.3% |
| 6M | -15.8% | +12.6% | -28.3% | -35.9% |
| YTD | -34.4% | +11.8% | -46.1% | -49.3% |
| 1Y | -39.0% | +17.5% | -56.6% | -57.0% |
| All | -65.6% | +33.1% | -98.7% | -79.5% |
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