+41.4%
WIW vs VOO
+314.4%
-273.0%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.3% | -1.5% | -0.5% |
| 7D | -0.7% | -0.9% | +0.2% | -0.6% |
| 30D | +1.9% | -2.3% | +4.3% | +2.4% |
| 3M | -2.7% | -1.2% | -1.5% | -2.5% |
| 6M | -2.4% | +3.3% | -5.7% | -3.1% |
| YTD | 0.0% | +12.3% | -12.3% | -2.4% |
| 1Y | -2.4% | +12.5% | -14.9% | -4.8% |
| 3Y | +23.4% | +79.2% | -55.8% | +9.1% |
| 5Y | -5.3% | +75.7% | -81.0% | -16.5% |
| 10Y | +41.4% | +313.7% | -272.3% | +12.8% |
| All | +41.4% | +314.4% | -273.0% | +12.8% |
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