+27.0%
WIP vs VOO
+777.9%
-750.9%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.3% | -0.7% | -0.5% |
| 7D | -0.6% | -2.7% | +2.1% | -0.1% |
| 30D | -1.0% | -5.4% | +4.3% | -0.1% |
| 3M | -3.2% | -4.1% | +0.9% | -2.5% |
| 6M | -3.9% | +0.7% | -4.6% | -4.0% |
| YTD | +0.6% | +8.7% | -8.1% | -0.9% |
| 1Y | +3.1% | +11.0% | -7.8% | +1.2% |
| 3Y | +17.2% | +75.5% | -58.3% | +6.0% |
| 5Y | -5.4% | +68.4% | -73.7% | -14.5% |
| 10Y | +10.3% | +315.7% | -305.4% | -13.9% |
| All | +27.0% | +777.9% | -750.9% | -17.7% |
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