-30.1%
WINA vs VOO
+78.4%
-108.6%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.3% | +1.5% | +2.3% |
| 7D | -2.7% | +0.1% | -2.8% | -2.8% |
| 30D | -5.6% | -3.3% | -2.3% | -3.6% |
| 3M | -25.0% | -2.4% | -22.6% | -23.9% |
| 6M | -25.8% | +2.6% | -28.4% | -27.4% |
| YTD | -31.5% | +11.3% | -42.7% | -36.7% |
| 1Y | -32.2% | +13.4% | -45.7% | -38.3% |
| 3Y | -30.1% | +80.3% | -110.4% | -56.9% |
| All | -30.1% | +78.4% | -108.6% | -56.9% |
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