-85.7%
VWAV vs VOO
+23.2%
-109.0%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.8% | -4.6% | -5.0% |
| 7D | -19.6% | -0.8% | -18.9% | -18.6% |
| 30D | -56.4% | -1.1% | -55.3% | -55.4% |
| 3M | -91.0% | +3.9% | -94.9% | -91.5% |
| 6M | -93.7% | +13.6% | -107.3% | -94.4% |
| YTD | -95.0% | +12.7% | -107.7% | -95.4% |
| 1Y | -95.5% | +17.6% | -113.1% | -95.2% |
| All | -85.7% | +23.2% | -109.0% | -79.0% |
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 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