+912.6%
WSO vs VOO
+817.1%
+95.5%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.2% |
| 7D | +1.4% | +0.1% | +1.3% | +1.3% |
| 30D | -5.4% | +0.1% | -5.5% | -5.5% |
| 3M | -13.9% | +2.0% | -15.9% | -15.2% |
| 6M | -20.9% | +13.0% | -33.9% | -28.6% |
| YTD | -4.2% | +13.6% | -17.7% | -13.8% |
| 1Y | -19.3% | +20.1% | -39.4% | -30.7% |
| 3Y | -6.5% | +77.6% | -84.1% | -42.1% |
| 5Y | +25.7% | +82.4% | -56.8% | -23.7% |
| 10Y | +187.9% | +316.8% | -128.9% | -17.7% |
| All | +912.6% | +817.1% | +95.5% | +31.2% |
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