+39.3%
WAY vs VOO
+46.8%
-7.5%
-61.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.3% | -2.9% | -2.5% |
| 7D | -2.9% | -0.9% | -2.0% | -2.2% |
| 30D | +8.2% | -2.3% | +10.6% | +10.1% |
| 3M | +18.7% | -1.2% | +19.9% | +19.7% |
| 6M | +44.9% | +3.3% | +41.6% | +41.0% |
| YTD | -11.9% | +12.3% | -24.3% | -20.4% |
| 1Y | -20.0% | +12.5% | -32.5% | -27.7% |
| All | +39.3% | +46.8% | -7.5% | +11.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling