-21.9%
WEAT vs VOO
+81.6%
-103.5%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.5% | -2.1% | -2.5% |
| 7D | -5.7% | -0.4% | -5.3% | -5.7% |
| 30D | +9.5% | -1.4% | +10.8% | +9.4% |
| 3M | +17.4% | +3.7% | +13.7% | +17.6% |
| 6M | +14.4% | +13.0% | +1.3% | +14.9% |
| YTD | +31.6% | +12.4% | +19.2% | +32.2% |
| 1Y | +26.3% | +18.6% | +7.7% | +27.1% |
| 3Y | -11.4% | +78.1% | -89.4% | -9.8% |
| 5Y | -21.9% | +82.3% | -104.2% | -22.0% |
| All | -21.9% | +81.6% | -103.5% | -22.0% |
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