-9.9%
WU vs VOO
+807.8%
-817.8%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.5% |
| 7D | -4.9% | -0.4% | -4.6% | -4.6% |
| 30D | -1.3% | -1.4% | +0.1% | -0.1% |
| 3M | -3.6% | +3.7% | -7.3% | -6.7% |
| 6M | -24.3% | +13.0% | -37.4% | -32.0% |
| YTD | -21.1% | +12.4% | -33.5% | -28.9% |
| 1Y | -10.3% | +18.6% | -28.9% | -22.8% |
| 3Y | -28.4% | +78.1% | -106.4% | -57.2% |
| 5Y | -51.2% | +82.3% | -133.5% | -71.8% |
| 10Y | -39.6% | +322.5% | -362.2% | -84.7% |
| All | -9.9% | +807.8% | -817.8% | -90.0% |
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