+59.2%
WIW vs VOO
+798.5%
-739.3%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.3% | -1.6% | +0.4% |
| 7D | +0.7% | +0.1% | +0.7% | +0.7% |
| 30D | +3.4% | -3.3% | +6.7% | +3.8% |
| 3M | -1.4% | -2.4% | +1.0% | -1.1% |
| 6M | -1.2% | +2.6% | -3.8% | -1.6% |
| YTD | +1.3% | +11.3% | -10.0% | -0.3% |
| 1Y | -0.4% | +13.4% | -13.8% | -2.2% |
| 3Y | +24.9% | +80.3% | -55.4% | +15.0% |
| 5Y | -3.4% | +72.7% | -76.1% | -11.1% |
| 10Y | +41.9% | +310.0% | -268.2% | +22.3% |
| All | +59.2% | +798.5% | -739.3% | +38.9% |
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