+1,043.3%
WSM vs VOO
+325.3%
+718.1%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.3% | +0.1% |
| 7D | -0.5% | -0.8% | +0.2% | +0.4% |
| 30D | -7.7% | -1.1% | -6.6% | -6.5% |
| 3M | +3.8% | +3.9% | -0.1% | -1.2% |
| 6M | +22.7% | +13.6% | +9.0% | +4.6% |
| YTD | +28.0% | +12.7% | +15.3% | +10.5% |
| 1Y | +12.7% | +17.6% | -4.9% | -7.7% |
| 3Y | +231.3% | +77.3% | +154.0% | +67.7% |
| 5Y | +177.2% | +84.1% | +93.1% | +37.4% |
| All | +1,043.3% | +325.3% | +718.1% | +144.7% |
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 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