-86.8%
WIMI vs VOO
+75.9%
-162.7%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.6% | -4.9% | -5.0% |
| 7D | -18.1% | -2.0% | -16.1% | -16.8% |
| 30D | -21.8% | -1.7% | -20.1% | -20.7% |
| 3M | -35.8% | +4.7% | -40.5% | -37.8% |
| 6M | -45.3% | +12.6% | -57.8% | -49.3% |
| YTD | -56.1% | +11.8% | -67.9% | -59.0% |
| 1Y | -74.3% | +17.5% | -91.9% | -76.3% |
| All | -86.8% | +75.9% | -162.7% | -92.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling