+1,285.9%
WINA vs VOO
+817.1%
+468.8%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.5% |
| 7D | -5.7% | +0.1% | -5.8% | -5.7% |
| 30D | -12.0% | +0.1% | -12.1% | -12.1% |
| 3M | -16.1% | +2.0% | -18.1% | -17.4% |
| 6M | -33.0% | +13.0% | -46.0% | -38.8% |
| YTD | -20.8% | +13.6% | -34.4% | -28.0% |
| 1Y | -31.4% | +20.1% | -51.5% | -40.1% |
| 3Y | -9.0% | +77.6% | -86.5% | -40.7% |
| 5Y | +78.2% | +82.4% | -4.2% | +13.3% |
| 10Y | +268.7% | +316.8% | -48.1% | +24.1% |
| All | +1,285.9% | +817.1% | +468.8% | +109.1% |
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 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