+20.6%
WISE vs VOO
+71.0%
-50.4%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.3% | +1.9% | -0.1% |
| 7D | -2.1% | +0.1% | -2.2% | -2.0% |
| 30D | -16.5% | -3.3% | -13.2% | -10.7% |
| 3M | -22.9% | -2.4% | -20.5% | -18.8% |
| 6M | -26.4% | +2.6% | -29.0% | -28.4% |
| YTD | -24.6% | +11.3% | -35.9% | -35.9% |
| 1Y | -28.9% | +13.4% | -42.3% | -41.3% |
| All | +20.6% | +71.0% | -50.4% | -49.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling