+100.5%
WOR vs VOO
+82.6%
+17.9%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.4% | +2.4% | +2.4% |
| 7D | +9.0% | +0.1% | +8.9% | +8.9% |
| 30D | +6.4% | +0.1% | +6.4% | +6.4% |
| 3M | +8.6% | +2.0% | +6.6% | +6.3% |
| 6M | +17.1% | +13.0% | +4.1% | +2.6% |
| YTD | +22.1% | +13.6% | +8.5% | +6.3% |
| 1Y | -3.1% | +20.1% | -23.2% | -20.7% |
| 3Y | +37.8% | +77.6% | -39.7% | -29.4% |
| All | +100.5% | +82.6% | +17.9% | -2.9% |
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 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