+41.5%
WAY vs VOO
+44.9%
-3.4%
-61.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.8% | +0.7% |
| 7D | +5.9% | -0.6% | +6.5% | +6.4% |
| 30D | +9.8% | -3.6% | +13.5% | +12.9% |
| 3M | +18.6% | -2.7% | +21.4% | +21.1% |
| 6M | +37.0% | +2.2% | +34.8% | +34.4% |
| YTD | -10.5% | +10.9% | -21.4% | -18.3% |
| 1Y | -18.9% | +11.3% | -30.2% | -26.2% |
| All | +41.5% | +44.9% | -3.4% | +13.9% |
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