+972.7%
WSBF vs VOO
+812.0%
+160.7%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | -1.3% |
| 7D | +1.6% | +0.5% | +1.1% | +1.3% |
| 30D | +1.6% | -0.9% | +2.6% | +2.2% |
| 3M | +14.9% | +3.9% | +11.0% | +12.3% |
| 6M | +23.5% | +14.5% | +8.9% | +14.0% |
| YTD | +31.5% | +13.0% | +18.5% | +22.3% |
| 1Y | +48.6% | +19.4% | +29.1% | +33.8% |
| 3Y | +96.4% | +78.9% | +17.5% | +40.5% |
| 5Y | +34.4% | +82.3% | -47.8% | -6.1% |
| 10Y | +116.8% | +314.2% | -197.4% | -7.1% |
| All | +972.7% | +812.0% | +160.7% | +162.7% |
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 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