-55.4%
WRBY vs VOO
+86.3%
-141.7%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | +0.1% |
| 7D | +4.3% | -2.0% | +6.3% | +8.4% |
| 30D | -3.0% | -1.7% | -1.3% | +0.2% |
| 3M | -2.9% | +4.7% | -7.6% | -10.8% |
| 6M | -4.9% | +12.6% | -17.4% | -23.4% |
| YTD | +11.5% | +11.8% | -0.2% | -8.7% |
| 1Y | -10.0% | +17.5% | -27.6% | -32.7% |
| 3Y | +104.0% | +77.0% | +27.0% | -30.1% |
| All | -55.4% | +86.3% | -141.7% | -84.5% |
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 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