+51.7%
WYY vs VOO
+817.1%
-765.4%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.4% | -3.7% | -3.8% |
| 7D | +9.3% | +0.1% | +9.2% | +9.3% |
| 30D | +5.3% | +0.1% | +5.2% | +5.5% |
| 3M | -3.1% | +2.0% | -5.1% | -4.3% |
| 6M | +130.4% | +13.0% | +117.3% | +110.5% |
| YTD | +103.4% | +13.6% | +89.8% | +85.4% |
| 1Y | +118.8% | +20.1% | +98.8% | +92.1% |
| 3Y | +474.7% | +77.6% | +397.2% | +289.1% |
| 5Y | +103.4% | +82.4% | +20.9% | +33.4% |
| 10Y | +132.3% | +316.8% | -184.5% | -18.5% |
| All | +51.7% | +817.1% | -765.4% | -69.5% |
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