+30.2%
WNTR vs VOO
+20.9%
+9.3%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | -0.2% |
| 7D | -7.7% | +0.1% | -7.8% | -7.3% |
| 30D | -27.5% | +0.1% | -27.6% | -27.1% |
| 3M | -15.1% | +2.0% | -17.2% | -9.9% |
| 6M | -17.2% | +13.0% | -30.2% | +8.4% |
| YTD | -22.6% | +13.6% | -36.2% | +4.2% |
| 1Y | +30.2% | +20.1% | +10.1% | +90.8% |
| All | +30.2% | +20.9% | +9.3% | +90.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling