-56.9%
WEN vs VOO
+82.8%
-139.7%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.8% | +1.7% | +2.0% |
| 7D | -5.0% | -0.8% | -4.2% | -4.5% |
| 30D | -11.1% | -1.1% | -10.1% | -10.6% |
| 3M | +13.3% | +3.9% | +9.4% | +10.5% |
| 6M | +10.9% | +13.6% | -2.8% | +2.0% |
| YTD | -4.2% | +12.7% | -16.9% | -11.4% |
| 1Y | -17.9% | +17.6% | -35.5% | -26.3% |
| 3Y | -54.2% | +77.3% | -131.5% | -69.2% |
| All | -56.9% | +82.8% | -139.7% | -72.2% |
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