+143.2%
WAVE vs VOO
+75.9%
+67.2%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.6% | +4.1% | +3.8% |
| 7D | -6.9% | -2.0% | -4.9% | -5.8% |
| 30D | -20.8% | -1.7% | -19.1% | -19.9% |
| 3M | -24.2% | +4.7% | -28.9% | -26.1% |
| 6M | -5.3% | +12.6% | -17.8% | -11.2% |
| YTD | -2.6% | +11.8% | -14.3% | -8.4% |
| 1Y | -38.9% | +17.5% | -56.5% | -44.0% |
| All | +143.2% | +75.9% | +67.2% | +133.1% |
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