-17.9%
WEN vs VOO
+18.2%
-36.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.8% | +1.7% | +2.3% |
| 7D | -5.0% | -0.8% | -4.2% | -4.8% |
| 30D | -11.1% | -1.1% | -10.1% | -10.8% |
| 3M | +13.3% | +3.9% | +9.4% | +11.9% |
| 6M | +10.9% | +13.6% | -2.8% | +4.8% |
| YTD | -4.2% | +12.7% | -16.9% | -9.0% |
| 1Y | -17.9% | +17.6% | -35.5% | -24.9% |
| All | -17.9% | +18.2% | -36.1% | -24.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling