-98.1%
WIMI vs VOO
+237.7%
-335.8%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.8% | -2.1% |
| 7D | -14.9% | -0.8% | -14.1% | -13.9% |
| 30D | -20.8% | -1.1% | -19.7% | -19.5% |
| 3M | -37.6% | +3.9% | -41.5% | -40.5% |
| 6M | -49.0% | +13.6% | -62.6% | -56.6% |
| YTD | -56.5% | +12.7% | -69.2% | -62.2% |
| 1Y | -76.5% | +17.6% | -94.1% | -80.4% |
| 3Y | -86.9% | +77.3% | -164.2% | -94.2% |
| 5Y | -97.7% | +84.1% | -181.8% | -99.0% |
| All | -98.1% | +237.7% | -335.8% | -99.4% |
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 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