-55.3%
WEN vs VOO
+75.9%
-131.2%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -1.0% |
| 7D | -5.6% | -2.0% | -3.6% | -4.7% |
| 30D | -0.6% | -1.7% | +1.0% | +0.1% |
| 3M | +13.2% | +4.7% | +8.4% | +10.5% |
| 6M | +9.5% | +12.6% | -3.1% | +2.9% |
| YTD | -6.5% | +11.8% | -18.3% | -11.9% |
| 1Y | -19.5% | +17.5% | -37.0% | -26.1% |
| All | -55.3% | +75.9% | -131.2% | -66.8% |
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