+119.7%
WSFS vs VOO
+311.2%
-191.5%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.2% | +0.2% |
| 7D | +1.3% | +3.3% | -2.0% | -2.2% |
| 30D | +6.1% | -2.7% | +8.7% | +8.9% |
| 3M | -1.2% | -1.7% | +0.5% | +0.2% |
| 6M | +14.1% | +3.1% | +11.0% | +9.3% |
| YTD | +46.2% | +11.9% | +34.3% | +27.5% |
| 1Y | +47.7% | +12.1% | +35.6% | +28.4% |
| 3Y | +127.9% | +78.6% | +49.3% | +17.8% |
| 5Y | +55.1% | +73.8% | -18.7% | -17.6% |
| All | +119.7% | +311.2% | -191.5% | -60.4% |
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 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