-75.0%
WRAP vs VOO
+218.5%
-293.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +2.3% | +3.6% | +3.1% |
| 7D | +6.8% | +0.1% | +6.8% | +7.3% |
| 30D | -12.0% | -3.3% | -8.7% | -7.6% |
| 3M | -33.2% | -2.4% | -30.8% | -30.4% |
| 6M | -16.1% | +2.6% | -18.7% | -16.7% |
| YTD | -47.5% | +11.3% | -58.8% | -52.2% |
| 1Y | -39.2% | +13.4% | -52.6% | -45.7% |
| 3Y | -54.0% | +80.3% | -134.3% | -74.9% |
| 5Y | -79.3% | +72.7% | -152.0% | -88.1% |
| All | -75.0% | +218.5% | -293.5% | -90.5% |
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 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