+51.3%
WANT vs VOO
+214.7%
-163.4%
-85.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.5% | -3.6% | -2.6% |
| 7D | -6.4% | -0.4% | -6.1% | -5.2% |
| 30D | -18.2% | -1.4% | -16.8% | -14.3% |
| 3M | -13.3% | +3.7% | -17.0% | -21.6% |
| 6M | -15.0% | +13.0% | -28.1% | -40.3% |
| YTD | -27.4% | +12.4% | -39.8% | -47.6% |
| 1Y | -28.2% | +18.6% | -46.8% | -55.5% |
| 3Y | +21.1% | +78.1% | -57.0% | -73.6% |
| 5Y | -47.7% | +82.3% | -130.0% | -84.2% |
| All | +51.3% | +214.7% | -163.4% | -84.6% |
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