+446.5%
WEX vs VOO
+795.4%
-348.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -0.6% |
| 7D | -0.8% | -0.6% | -0.2% | -0.4% |
| 30D | +4.7% | -3.6% | +8.3% | +9.5% |
| 3M | -3.2% | -2.7% | -0.5% | -0.4% |
| 6M | +27.4% | +2.2% | +25.2% | +21.0% |
| YTD | +21.2% | +10.9% | +10.3% | +1.9% |
| 1Y | +23.1% | +11.3% | +11.7% | +2.9% |
| 3Y | +5.2% | +76.9% | -71.7% | -55.0% |
| 5Y | +19.4% | +73.5% | -54.1% | -47.7% |
| 10Y | +73.5% | +307.7% | -234.1% | -76.8% |
| All | +446.5% | +795.4% | -348.9% | -76.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling