-66.6%
WRAP vs VOO
+225.1%
-291.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.1% |
| 7D | +3.7% | +0.1% | +3.6% | +3.6% |
| 30D | -13.5% | +0.1% | -13.5% | -13.4% |
| 3M | +22.8% | +2.0% | +20.8% | +21.3% |
| 6M | +1.8% | +13.0% | -11.2% | -10.2% |
| YTD | -29.8% | +13.6% | -43.4% | -38.2% |
| 1Y | -4.0% | +20.1% | -24.1% | -19.8% |
| 3Y | -11.4% | +77.6% | -89.0% | -51.3% |
| 5Y | -76.6% | +82.4% | -159.1% | -87.5% |
| All | -66.6% | +225.1% | -291.7% | -87.8% |
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