+1,099.5%
WINA vs VOO
+798.5%
+301.0%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.3% | +1.5% | +2.1% |
| 7D | -2.7% | +0.1% | -2.8% | -2.8% |
| 30D | -5.6% | -3.3% | -2.3% | -3.4% |
| 3M | -25.0% | -2.4% | -22.6% | -23.8% |
| 6M | -25.8% | +2.6% | -28.4% | -27.4% |
| YTD | -31.5% | +11.3% | -42.7% | -36.9% |
| 1Y | -32.2% | +13.4% | -45.7% | -38.5% |
| 3Y | -30.1% | +80.3% | -110.4% | -55.1% |
| 5Y | +21.7% | +72.7% | -51.0% | -19.6% |
| 10Y | +218.2% | +310.0% | -91.8% | +8.3% |
| All | +1,099.5% | +798.5% | +301.0% | +83.3% |
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