-67.8%
WBX vs VOO
+99.3%
-167.1%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.4% | +7.8% | +8.3% |
| 7D | +9.2% | +0.1% | +9.1% | +9.0% |
| 30D | -1.2% | +0.1% | -1.2% | -1.5% |
| 3M | +11.8% | +2.0% | +9.8% | +7.5% |
| 6M | +11.0% | +13.0% | -2.0% | -15.1% |
| YTD | +41.9% | +13.6% | +28.3% | +7.0% |
| 1Y | -13.5% | +20.1% | -33.6% | -42.4% |
| 3Y | +7.4% | +77.6% | -70.1% | -56.3% |
| 5Y | -66.4% | +82.4% | -148.8% | -87.0% |
| All | -67.8% | +99.3% | -167.1% | -87.4% |
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