+4.7%
WY vs VOO
+325.3%
-320.6%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | -0.7% |
| 7D | -4.2% | -0.8% | -3.4% | -3.3% |
| 30D | -10.1% | -1.1% | -9.0% | -9.0% |
| 3M | -8.5% | +3.9% | -12.4% | -12.8% |
| 6M | -3.3% | +13.6% | -17.0% | -17.5% |
| YTD | -4.4% | +12.7% | -17.1% | -17.8% |
| 1Y | -11.5% | +17.6% | -29.1% | -28.1% |
| 3Y | -24.3% | +77.3% | -101.6% | -64.2% |
| 5Y | -21.3% | +84.1% | -105.4% | -65.0% |
| All | +4.7% | +325.3% | -320.6% | -83.8% |
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