+16.7%
WBX vs VOO
+77.0%
-60.3%
-90.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.0% | -0.5% | -10.6% | -9.5% |
| 7D | +7.5% | -0.4% | +7.9% | +8.8% |
| 30D | -4.5% | -1.4% | -3.2% | -0.3% |
| 3M | +12.5% | +3.7% | +8.8% | -0.6% |
| 6M | +9.0% | +13.0% | -4.0% | -29.9% |
| YTD | +34.6% | +12.4% | +22.2% | -12.6% |
| 1Y | -18.4% | +18.6% | -37.0% | -57.2% |
| All | +16.7% | +77.0% | -60.3% | -66.5% |
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 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