+168.4%
WEYS vs VOO
+80.3%
+88.1%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.2% |
| 7D | +1.0% | -2.0% | +2.9% | +2.4% |
| 30D | -4.3% | -1.7% | -2.6% | -3.1% |
| 3M | +23.7% | +4.7% | +18.9% | +19.4% |
| 6M | +41.4% | +12.6% | +28.9% | +29.4% |
| YTD | +49.1% | +11.8% | +37.4% | +37.1% |
| 1Y | +63.3% | +17.5% | +45.8% | +44.9% |
| 3Y | +96.4% | +77.0% | +19.4% | +38.4% |
| 5Y | +168.4% | +82.6% | +85.8% | +82.4% |
| All | +168.4% | +80.3% | +88.1% | +82.4% |
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