+77.1%
WEX vs VOO
+311.2%
-234.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.3% | -1.2% | -1.1% |
| 7D | -0.2% | +3.3% | -3.4% | -4.5% |
| 30D | +2.7% | -2.7% | +5.4% | +5.9% |
| 3M | -5.6% | -1.7% | -3.8% | -4.2% |
| 6M | +32.2% | +3.1% | +29.1% | +24.2% |
| YTD | +20.5% | +11.9% | +8.5% | +0.2% |
| 1Y | +24.4% | +12.1% | +12.4% | +3.3% |
| 3Y | +4.6% | +78.6% | -74.0% | -55.7% |
| 5Y | +19.3% | +73.8% | -54.5% | -47.5% |
| All | +77.1% | +311.2% | -234.1% | -74.9% |
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 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