+122.4%
WEA vs VOO
+807.8%
-685.4%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.5% |
| 7D | -0.8% | -0.4% | -0.4% | -0.7% |
| 30D | -0.9% | -1.4% | +0.5% | -0.5% |
| 3M | +0.3% | +3.7% | -3.4% | -0.9% |
| 6M | +0.1% | +13.0% | -12.9% | -3.6% |
| YTD | -1.3% | +12.4% | -13.7% | -4.9% |
| 1Y | +0.3% | +18.6% | -18.3% | -4.9% |
| 3Y | +19.8% | +78.1% | -58.3% | -0.7% |
| 5Y | +3.4% | +82.3% | -78.9% | -15.6% |
| 10Y | +46.3% | +322.5% | -276.3% | -9.0% |
| All | +122.4% | +807.8% | -685.4% | +6.9% |
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