+15.3%
WAY vs VOO
+47.0%
-31.7%
-61.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -1.2% |
| 7D | -7.2% | -0.4% | -6.9% | -6.9% |
| 30D | -3.4% | -1.4% | -2.0% | -2.3% |
| 3M | +24.5% | +3.7% | +20.7% | +20.8% |
| 6M | -7.8% | +13.0% | -20.8% | -17.1% |
| YTD | -27.1% | +12.4% | -39.6% | -34.1% |
| 1Y | -41.6% | +18.6% | -60.2% | -49.5% |
| All | +15.3% | +47.0% | -31.7% | -8.1% |
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 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