+25.8%
WNTR vs VOO
+36.5%
-10.6%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.5% | +2.4% | +1.3% |
| 7D | -5.2% | -0.4% | -4.8% | -5.5% |
| 30D | -24.6% | -1.4% | -23.2% | -25.9% |
| 3M | -15.6% | +3.7% | -19.3% | -9.8% |
| 6M | -17.4% | +13.0% | -30.4% | +0.8% |
| YTD | -18.5% | +12.4% | -31.0% | -0.1% |
| 1Y | +34.8% | +18.6% | +16.2% | +76.4% |
| All | +25.8% | +36.5% | -10.6% | +98.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling