-80.2%
WRAP vs VOO
+67.9%
-148.1%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.7% | +0.3% | +15.4% | +15.3% |
| 7D | -3.3% | -2.7% | -0.6% | +1.0% |
| 30D | -26.7% | -5.4% | -21.3% | -20.3% |
| 3M | -39.5% | -4.1% | -35.4% | -35.2% |
| 6M | -20.8% | +0.7% | -21.6% | -19.4% |
| YTD | -50.4% | +8.7% | -59.1% | -53.9% |
| 1Y | -47.3% | +11.0% | -58.3% | -52.2% |
| 3Y | -53.4% | +75.5% | -128.8% | -74.8% |
| All | -80.2% | +67.9% | -148.1% | -88.1% |
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