+77.6%
WINA vs VOO
+82.3%
-4.8%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.5% |
| 7D | -4.2% | +0.5% | -4.8% | -4.6% |
| 30D | -14.9% | -0.9% | -14.0% | -14.4% |
| 3M | -15.4% | +3.9% | -19.3% | -17.8% |
| 6M | -26.9% | +14.5% | -41.4% | -33.9% |
| YTD | -22.3% | +13.0% | -35.2% | -29.0% |
| 1Y | -31.8% | +19.4% | -51.2% | -40.2% |
| 3Y | -7.3% | +78.9% | -86.2% | -39.9% |
| 5Y | +77.6% | +82.3% | -4.7% | +16.1% |
| All | +77.6% | +82.3% | -4.8% | +16.1% |
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 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