+0.9%
WEN vs VOO
+325.3%
-324.4%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.8% | +1.7% | +1.8% |
| 7D | -5.0% | -0.8% | -4.2% | -4.3% |
| 30D | -11.1% | -1.1% | -10.1% | -10.4% |
| 3M | +13.3% | +3.9% | +9.4% | +9.5% |
| 6M | +10.9% | +13.6% | -2.8% | -0.9% |
| YTD | -4.2% | +12.7% | -16.9% | -13.8% |
| 1Y | -17.9% | +17.6% | -35.5% | -29.0% |
| 3Y | -54.2% | +77.3% | -131.5% | -73.0% |
| 5Y | -56.7% | +84.1% | -140.9% | -75.7% |
| All | +0.9% | +325.3% | -324.4% | -76.6% |
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