+52.0%
WS vs VOO
+75.8%
-23.8%
-51.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +1.1% |
| 7D | +6.2% | +0.1% | +6.1% | +6.0% |
| 30D | -5.0% | +0.1% | -5.1% | -5.0% |
| 3M | -15.2% | +2.0% | -17.2% | -17.7% |
| 6M | -6.6% | +13.0% | -19.7% | -21.7% |
| YTD | +5.4% | +13.6% | -8.2% | -12.3% |
| 1Y | +12.7% | +20.1% | -7.4% | -13.1% |
| All | +52.0% | +75.8% | -23.8% | -18.4% |
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