+901.5%
WSO vs VOO
+803.9%
+97.6%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.2% | -1.3% |
| 7D | -0.9% | +3.3% | -4.2% | -3.6% |
| 30D | +6.9% | -2.7% | +9.6% | +9.2% |
| 3M | +0.7% | -1.7% | +2.5% | +1.9% |
| 6M | -24.6% | +3.1% | -27.8% | -26.7% |
| YTD | -5.2% | +11.9% | -17.2% | -13.9% |
| 1Y | -8.5% | +12.1% | -20.5% | -17.0% |
| 3Y | -10.8% | +78.6% | -89.4% | -45.3% |
| 5Y | +18.1% | +73.8% | -55.7% | -25.7% |
| 10Y | +192.3% | +312.3% | -120.0% | -16.0% |
| All | +901.5% | +803.9% | +97.6% | +31.0% |
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