-28.1%
WEAT vs VOO
+325.3%
-353.4%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.8% | -2.6% | -1.7% |
| 7D | -0.9% | -0.8% | -0.1% | -0.9% |
| 30D | +7.8% | -1.1% | +8.8% | +7.8% |
| 3M | +17.0% | +3.9% | +13.1% | +17.0% |
| 6M | +14.9% | +13.6% | +1.2% | +14.7% |
| YTD | +31.4% | +12.7% | +18.7% | +31.2% |
| 1Y | +25.6% | +17.6% | +8.0% | +25.2% |
| 3Y | -9.9% | +77.3% | -87.3% | -11.2% |
| 5Y | -21.8% | +84.1% | -105.9% | -23.0% |
| All | -28.1% | +325.3% | -353.4% | -32.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling