+142.7%
WSFS vs VOO
+317.9%
-175.2%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.3% | -1.1% | -1.3% |
| 7D | -0.5% | +0.1% | -0.6% | -0.8% |
| 30D | +6.2% | -3.3% | +9.6% | +9.9% |
| 3M | -1.4% | -2.4% | +1.0% | +0.8% |
| 6M | +12.0% | +2.6% | +9.4% | +7.9% |
| YTD | +46.1% | +11.3% | +34.8% | +28.3% |
| 1Y | +48.5% | +13.4% | +35.0% | +27.3% |
| 3Y | +127.0% | +80.3% | +46.7% | +16.0% |
| 5Y | +55.5% | +72.7% | -17.2% | -16.9% |
| 10Y | +142.7% | +310.0% | -167.3% | -54.9% |
| All | +142.7% | +317.9% | -175.2% | -54.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling