+36.8%
WSBF vs VOO
+80.3%
-43.5%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +0.8% |
| 7D | 0.0% | -2.0% | +2.0% | +1.1% |
| 30D | +2.6% | -1.7% | +4.3% | +3.5% |
| 3M | +11.3% | +4.7% | +6.5% | +8.5% |
| 6M | +23.0% | +12.6% | +10.4% | +15.2% |
| YTD | +32.6% | +11.8% | +20.8% | +24.6% |
| 1Y | +50.5% | +17.5% | +33.0% | +37.6% |
| 3Y | +98.0% | +77.0% | +21.0% | +46.9% |
| 5Y | +36.8% | +82.6% | -45.8% | -1.7% |
| All | +36.8% | +80.3% | -43.5% | -1.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling