-40.4%
WU vs VOO
+325.3%
-365.6%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.3% | -0.1% |
| 7D | -3.5% | -0.8% | -2.7% | -2.9% |
| 30D | -2.9% | -1.1% | -1.9% | -2.1% |
| 3M | -2.3% | +3.9% | -6.2% | -5.2% |
| 6M | -25.4% | +13.6% | -39.0% | -32.5% |
| YTD | -21.2% | +12.7% | -33.9% | -28.3% |
| 1Y | -8.9% | +17.6% | -26.4% | -19.9% |
| 3Y | -29.0% | +77.3% | -106.3% | -55.3% |
| 5Y | -50.7% | +84.1% | -134.9% | -70.3% |
| All | -40.4% | +325.3% | -365.6% | -82.8% |
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