-93.2%
WPRT vs VOO
+72.9%
-166.1%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.8% | +1.8% | +2.1% |
| 7D | -15.2% | -0.5% | -14.6% | -14.7% |
| 30D | -3.1% | -0.9% | -2.2% | -2.5% |
| 3M | +10.5% | +2.2% | +8.3% | +6.8% |
| 6M | +6.1% | +11.9% | -5.7% | -8.7% |
| YTD | +6.1% | +11.9% | -5.7% | -8.7% |
| 1Y | -4.5% | +12.4% | -16.9% | -18.5% |
| 3Y | -62.2% | +89.0% | -151.2% | -84.3% |
| All | -93.2% | +72.9% | -166.1% | -96.5% |
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