+1,120.8%
WINA vs VOO
+806.9%
+313.9%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.3% | -0.1% | +0.3% |
| 7D | +1.0% | -0.9% | +1.9% | +1.7% |
| 30D | -4.0% | -2.3% | -1.7% | -2.5% |
| 3M | -24.0% | -1.2% | -22.9% | -23.5% |
| 6M | -22.0% | +3.3% | -25.3% | -24.1% |
| YTD | -30.2% | +12.3% | -42.6% | -36.2% |
| 1Y | -33.4% | +12.5% | -45.9% | -39.1% |
| 3Y | -29.9% | +79.2% | -109.1% | -54.7% |
| 5Y | +24.7% | +75.7% | -51.0% | -18.7% |
| 10Y | +218.4% | +313.7% | -95.3% | +7.7% |
| All | +1,120.8% | +806.9% | +313.9% | +85.3% |
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