-20.4%
WBX vs VOO
+18.2%
-38.6%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.1% | -0.3% |
| 7D | -0.3% | -0.8% | +0.5% | +0.8% |
| 30D | +6.1% | -1.1% | +7.2% | +7.7% |
| 3M | +29.8% | +3.9% | +25.9% | +23.8% |
| 6M | +24.4% | +13.6% | +10.8% | +4.6% |
| YTD | +41.5% | +12.7% | +28.7% | +19.9% |
| 1Y | -20.4% | +17.6% | -38.0% | -29.5% |
| All | -20.4% | +18.2% | -38.6% | -29.5% |
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