-11.8%
WERN vs VOO
+80.3%
-92.2%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.3% |
| 7D | +0.2% | -2.0% | +2.2% | +1.8% |
| 30D | +5.9% | -1.7% | +7.6% | +7.3% |
| 3M | -9.4% | +4.7% | -14.2% | -12.6% |
| 6M | +24.9% | +12.6% | +12.4% | +14.0% |
| YTD | +30.2% | +11.8% | +18.4% | +19.6% |
| 1Y | +41.7% | +17.5% | +24.1% | +25.4% |
| 3Y | +2.8% | +77.0% | -74.2% | -32.7% |
| 5Y | -11.8% | +82.6% | -94.4% | -45.6% |
| All | -11.8% | +80.3% | -92.2% | -45.6% |
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 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