+253.0%
WEYS vs VOO
+812.0%
-559.0%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.4% | -1.4% |
| 7D | +0.6% | +0.5% | 0.0% | 0.0% |
| 30D | -3.0% | -0.9% | -2.1% | -2.2% |
| 3M | +28.6% | +3.9% | +24.7% | +23.6% |
| 6M | +46.5% | +14.5% | +32.0% | +28.0% |
| YTD | +48.8% | +13.0% | +35.8% | +31.6% |
| 1Y | +59.7% | +19.4% | +40.2% | +33.9% |
| 3Y | +95.9% | +78.9% | +17.1% | +11.6% |
| 5Y | +157.0% | +82.3% | +74.8% | +39.2% |
| 10Y | +173.8% | +314.2% | -140.4% | -39.6% |
| All | +253.0% | +812.0% | -559.0% | -71.3% |
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