-75.8%
WRAP vs VOO
+82.3%
-158.1%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.0% |
| 7D | +3.1% | +0.5% | +2.6% | +2.4% |
| 30D | -12.3% | -0.9% | -11.4% | -11.0% |
| 3M | +25.2% | +3.9% | +21.3% | +20.4% |
| 6M | +3.8% | +14.5% | -10.7% | -11.2% |
| YTD | -31.1% | +13.0% | -44.0% | -39.8% |
| 1Y | -9.4% | +19.4% | -28.8% | -25.2% |
| 3Y | -3.0% | +78.9% | -81.8% | -49.4% |
| 5Y | -75.8% | +82.3% | -158.1% | -87.0% |
| All | -75.8% | +82.3% | -158.1% | -87.0% |
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