-68.2%
WBX vs VOO
+81.6%
-149.8%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.0% | -0.5% | -10.6% | -10.0% |
| 7D | +7.5% | -0.4% | +7.9% | +8.4% |
| 30D | -4.5% | -1.4% | -3.2% | -1.6% |
| 3M | +12.5% | +3.7% | +8.8% | +4.0% |
| 6M | +9.0% | +13.0% | -4.0% | -17.5% |
| YTD | +34.6% | +12.4% | +22.2% | +2.9% |
| 1Y | -18.4% | +18.6% | -37.0% | -44.8% |
| 3Y | +15.0% | +78.1% | -63.1% | -54.7% |
| 5Y | -68.2% | +82.3% | -150.5% | -87.7% |
| All | -68.2% | +81.6% | -149.8% | -87.7% |
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