+75.6%
WAR vs VOO
+31.6%
+44.0%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.1% |
| 7D | +2.7% | -0.4% | +3.1% | +3.2% |
| 30D | -3.7% | -1.4% | -2.3% | -1.8% |
| 3M | -4.9% | +3.7% | -8.6% | -8.7% |
| 6M | +19.6% | +13.0% | +6.6% | +4.2% |
| YTD | +33.9% | +12.4% | +21.5% | +17.5% |
| 1Y | +45.7% | +18.6% | +27.1% | +21.4% |
| All | +75.6% | +31.6% | +44.0% | +31.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling