+2,181.4%
WSM vs VOO
+807.8%
+1,373.6%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.3% | +0.4% |
| 7D | +2.6% | -0.4% | +3.0% | +3.0% |
| 30D | -9.3% | -1.4% | -7.9% | -7.8% |
| 3M | +7.1% | +3.7% | +3.4% | +2.5% |
| 6M | +21.7% | +13.0% | +8.7% | +5.4% |
| YTD | +28.7% | +12.4% | +16.3% | +12.4% |
| 1Y | +13.9% | +18.6% | -4.7% | -6.6% |
| 3Y | +232.2% | +78.1% | +154.1% | +74.4% |
| 5Y | +176.4% | +82.3% | +94.1% | +45.1% |
| 10Y | +1,072.4% | +322.5% | +749.9% | +158.4% |
| All | +2,181.4% | +807.8% | +1,373.6% | +117.5% |
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