-23.7%
WAY vs VOO
+11.8%
-35.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.3% | -2.1% | -2.2% |
| 7D | -2.6% | +3.3% | -5.8% | -4.3% |
| 30D | +7.0% | -2.7% | +9.7% | +8.4% |
| 3M | +14.7% | -1.7% | +16.4% | +15.6% |
| 6M | +45.1% | +3.1% | +42.0% | +43.6% |
| YTD | -14.1% | +11.9% | -26.0% | -20.9% |
| 1Y | -23.7% | +12.1% | -35.8% | -30.1% |
| All | -23.7% | +11.8% | -35.6% | -30.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling