+75.0%
WAR vs VOO
+32.9%
+42.1%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.4% | +2.4% | +2.5% |
| 7D | -2.4% | +0.1% | -2.5% | -2.6% |
| 30D | -3.6% | +0.1% | -3.7% | -3.6% |
| 3M | -12.3% | +2.0% | -14.3% | -14.0% |
| 6M | +23.2% | +13.0% | +10.2% | +7.0% |
| YTD | +33.4% | +13.6% | +19.8% | +15.5% |
| 1Y | +47.8% | +20.1% | +27.7% | +21.2% |
| All | +75.0% | +32.9% | +42.1% | +28.7% |
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