+32.0%
WNTR vs VOO
+34.6%
-2.5%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.3% | +3.2% | +2.3% |
| 7D | +11.8% | -0.6% | +12.4% | +11.3% |
| 30D | +20.8% | -3.6% | +24.4% | +15.0% |
| 3M | -20.9% | -2.7% | -18.2% | -23.0% |
| 6M | +18.1% | +2.2% | +15.8% | +25.3% |
| YTD | -14.5% | +10.9% | -25.4% | +3.9% |
| 1Y | +18.4% | +11.3% | +7.1% | +44.6% |
| All | +32.0% | +34.6% | -2.5% | +106.1% |
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