+33.2%
WEEL vs VOO
+48.4%
-15.1%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | -0.1% | +0.2% |
| 7D | -0.8% | -0.8% | 0.0% | -0.2% |
| 30D | +0.1% | -1.1% | +1.2% | +0.9% |
| 3M | +4.9% | +3.9% | +1.0% | +2.2% |
| 6M | +8.5% | +13.6% | -5.1% | -0.8% |
| YTD | +9.5% | +12.7% | -3.2% | +0.6% |
| 1Y | +14.5% | +17.6% | -3.0% | +1.9% |
| All | +33.2% | +48.4% | -15.1% | +1.3% |
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