-85.2%
VWAV vs VOO
+22.2%
-107.4%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.6% | +6.5% | +6.8% |
| 7D | -20.5% | -2.0% | -18.5% | -17.9% |
| 30D | -54.7% | -1.7% | -53.0% | -53.2% |
| 3M | -90.3% | +4.7% | -95.0% | -90.9% |
| 6M | -93.2% | +12.6% | -105.7% | -93.8% |
| YTD | -94.8% | +11.8% | -106.5% | -95.2% |
| 1Y | -95.5% | +17.5% | -113.0% | -95.0% |
| All | -85.2% | +22.2% | -107.4% | -77.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling