+38.6%
WEEI vs VOO
+56.8%
-18.2%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.7% | -0.2% |
| 7D | +1.0% | -0.8% | +1.7% | +1.3% |
| 30D | +4.1% | -1.1% | +5.1% | +4.6% |
| 3M | +10.1% | +3.9% | +6.2% | +7.8% |
| 6M | +12.3% | +13.6% | -1.4% | +4.1% |
| YTD | +28.5% | +12.7% | +15.8% | +19.6% |
| 1Y | +33.9% | +17.6% | +16.3% | +20.7% |
| All | +38.6% | +56.8% | -18.2% | -0.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling