+32.8%
WIP vs VOO
+817.1%
-784.3%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.1% |
| 7D | +0.7% | +0.1% | +0.6% | +0.7% |
| 30D | +1.0% | +0.1% | +0.9% | +1.0% |
| 3M | +0.7% | +2.0% | -1.4% | +0.3% |
| 6M | +1.9% | +13.0% | -11.1% | -0.2% |
| YTD | +5.2% | +13.6% | -8.3% | +2.9% |
| 1Y | +9.5% | +20.1% | -10.6% | +6.0% |
| 3Y | +17.0% | +77.6% | -60.6% | +5.6% |
| 5Y | -2.7% | +82.4% | -85.1% | -13.2% |
| 10Y | +13.5% | +316.8% | -303.3% | -11.5% |
| All | +32.8% | +817.1% | -784.3% | -14.6% |
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