+155.5%
WRBY vs VOO
+79.1%
+76.4%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.3% | -0.3% | -11.0% | -10.8% |
| 7D | +2.5% | +3.3% | -0.8% | -2.3% |
| 30D | +0.8% | -2.7% | +3.5% | +4.2% |
| 3M | +5.6% | -1.7% | +7.3% | +7.2% |
| 6M | -0.8% | +3.1% | -3.9% | -7.3% |
| YTD | +22.7% | +11.9% | +10.7% | -0.5% |
| 1Y | +52.8% | +12.1% | +40.8% | +24.3% |
| All | +155.5% | +79.1% | +76.4% | -23.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling