+17.1%
WAY vs VOO
+47.6%
-30.5%
-61.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.6% | -2.8% | -2.9% |
| 7D | -5.9% | +0.5% | -6.4% | -6.3% |
| 30D | 0.0% | -0.9% | +1.0% | +0.8% |
| 3M | +27.7% | +3.9% | +23.8% | +23.8% |
| 6M | -5.7% | +14.5% | -20.3% | -16.2% |
| YTD | -26.0% | +13.0% | -38.9% | -33.3% |
| 1Y | -40.7% | +19.4% | -60.1% | -49.0% |
| All | +17.1% | +47.6% | -30.5% | -7.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling