+783.5%
WOR vs VOO
+777.9%
+5.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.3% | -1.5% | -1.6% |
| 7D | -3.6% | -2.7% | -0.9% | +0.1% |
| 30D | +0.1% | -5.4% | +5.5% | +7.8% |
| 3M | +4.9% | -4.1% | +8.9% | +11.0% |
| 6M | +9.0% | +0.7% | +8.2% | +7.6% |
| YTD | +18.6% | +8.7% | +9.9% | +5.3% |
| 1Y | +11.2% | +11.0% | +0.3% | -4.1% |
| 3Y | +62.5% | +75.5% | -13.0% | -28.1% |
| 5Y | +85.3% | +68.4% | +17.0% | -12.7% |
| 10Y | +152.4% | +315.7% | -163.2% | -68.6% |
| All | +783.5% | +777.9% | +5.6% | -67.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling