-6.9%
WMG vs VOO
+77.4%
-84.3%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.8% | +0.9% | +1.2% |
| 7D | -1.6% | -0.8% | -0.8% | -1.1% |
| 30D | +15.1% | -1.1% | +16.2% | +15.9% |
| 3M | 0.0% | +3.9% | -3.9% | -2.5% |
| 6M | +6.1% | +13.6% | -7.5% | -2.4% |
| YTD | -5.8% | +12.7% | -18.5% | -12.9% |
| 1Y | -15.1% | +17.6% | -32.7% | -23.6% |
| 3Y | -6.9% | +77.3% | -84.2% | -39.9% |
| All | -6.9% | +77.4% | -84.3% | -39.9% |
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 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