+17.7%
WISE vs VOO
+71.3%
-53.6%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.4% | -2.3% | -2.0% |
| 7D | +1.8% | +2.6% | -0.8% | -2.7% |
| 30D | -12.0% | -2.0% | -10.0% | -8.2% |
| 3M | -25.4% | -2.8% | -22.6% | -20.9% |
| 6M | -28.4% | +2.2% | -30.5% | -29.8% |
| YTD | -26.4% | +11.5% | -37.9% | -37.6% |
| 1Y | -27.5% | +13.5% | -40.9% | -40.2% |
| All | +17.7% | +71.3% | -53.6% | -50.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling