+357.8%
WRLD vs VOO
+812.0%
-454.2%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.3% | +1.4% |
| 7D | +6.5% | +0.5% | +5.9% | +5.8% |
| 30D | +2.6% | -0.9% | +3.5% | +3.7% |
| 3M | +12.6% | +3.9% | +8.8% | +7.5% |
| 6M | +38.2% | +14.5% | +23.6% | +17.0% |
| YTD | +36.8% | +13.0% | +23.8% | +17.8% |
| 1Y | +11.5% | +19.4% | -7.9% | -10.0% |
| 3Y | +44.7% | +78.9% | -34.2% | -26.1% |
| 5Y | -1.7% | +82.3% | -84.0% | -49.1% |
| 10Y | +283.3% | +314.2% | -30.9% | -13.7% |
| All | +357.8% | +812.0% | -454.2% | -59.3% |
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