+1,245.7%
WWD vs VOO
+817.1%
+428.7%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.4% | +1.6% |
| 7D | +1.3% | +0.1% | +1.2% | +1.1% |
| 30D | -7.2% | +0.1% | -7.2% | -7.2% |
| 3M | -3.8% | +2.0% | -5.9% | -6.5% |
| 6M | -9.9% | +13.0% | -22.9% | -23.1% |
| YTD | +14.8% | +13.6% | +1.2% | -2.7% |
| 1Y | +42.1% | +20.1% | +22.0% | +12.1% |
| 3Y | +170.8% | +77.6% | +93.2% | +26.8% |
| 5Y | +197.5% | +82.4% | +115.1% | +31.9% |
| 10Y | +477.8% | +316.8% | +161.0% | -22.3% |
| All | +1,245.7% | +817.1% | +428.7% | -58.8% |
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 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