-78.4%
WEAT vs VOO
+739.3%
-817.7%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.4% | -1.9% | -2.3% |
| 7D | -5.4% | +0.1% | -5.5% | -5.4% |
| 30D | +10.1% | +0.1% | +10.0% | +10.1% |
| 3M | +17.9% | +2.0% | +15.9% | +17.8% |
| 6M | +21.6% | +13.0% | +8.5% | +20.7% |
| YTD | +32.6% | +13.6% | +19.1% | +31.7% |
| 1Y | +27.1% | +20.1% | +7.0% | +25.7% |
| 3Y | -10.5% | +77.6% | -88.1% | -13.8% |
| 5Y | -25.1% | +82.4% | -107.5% | -28.1% |
| 10Y | -26.4% | +316.8% | -343.3% | -36.6% |
| All | -78.4% | +739.3% | -817.7% | -85.1% |
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