+669.0%
WSFS vs VOO
+817.1%
-148.1%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +1.2% |
| 7D | +1.4% | +0.1% | +1.3% | +1.2% |
| 30D | -3.3% | +0.1% | -3.4% | -3.4% |
| 3M | +11.8% | +2.0% | +9.8% | +8.8% |
| 6M | +22.4% | +13.0% | +9.3% | +5.6% |
| YTD | +44.8% | +13.6% | +31.2% | +24.2% |
| 1Y | +37.4% | +20.1% | +17.3% | +10.3% |
| 3Y | +101.4% | +77.6% | +23.8% | +3.4% |
| 5Y | +88.8% | +82.4% | +6.4% | -7.2% |
| 10Y | +129.3% | +316.8% | -187.5% | -57.7% |
| All | +669.0% | +817.1% | -148.1% | -50.3% |
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