+72.1%
WAR vs VOO
+31.9%
+40.2%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.7% | -1.0% |
| 7D | -1.7% | -0.8% | -0.9% | -0.6% |
| 30D | -8.8% | -1.1% | -7.7% | -7.4% |
| 3M | -9.7% | +3.9% | -13.6% | -13.6% |
| 6M | +15.7% | +13.6% | +2.1% | +0.2% |
| YTD | +31.2% | +12.7% | +18.5% | +14.7% |
| 1Y | +38.2% | +17.6% | +20.6% | +16.0% |
| All | +72.1% | +31.9% | +40.2% | +27.9% |
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 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