-63.9%
WRD vs VOO
+35.3%
-99.2%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +2.4% |
| 7D | -1.2% | +0.1% | -1.3% | -1.4% |
| 30D | +2.0% | +0.1% | +2.0% | +2.0% |
| 3M | -17.5% | +2.0% | -19.5% | -20.9% |
| 6M | -9.5% | +13.0% | -22.6% | -31.8% |
| YTD | -31.1% | +13.6% | -44.7% | -48.7% |
| 1Y | -32.6% | +20.1% | -52.7% | -54.8% |
| All | -63.9% | +35.3% | -99.2% | -79.2% |
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