+21.1%
WAY vs VOO
+48.4%
-27.3%
-61.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.4% | -3.5% | -3.6% |
| 7D | -4.5% | +0.1% | -4.6% | -4.5% |
| 30D | +7.2% | +0.1% | +7.2% | +7.2% |
| 3M | +24.0% | +2.0% | +22.0% | +22.0% |
| 6M | -6.9% | +13.0% | -19.9% | -16.2% |
| YTD | -23.5% | +13.6% | -37.0% | -31.3% |
| 1Y | -32.7% | +20.1% | -52.7% | -42.3% |
| All | +21.1% | +48.4% | -27.3% | -4.2% |
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