+44.0%
WRN vs VOO
+80.3%
-36.4%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -0.6% | -6.0% | -6.0% |
| 7D | -0.8% | -2.0% | +1.1% | +1.3% |
| 30D | -2.4% | -1.7% | -0.8% | -0.7% |
| 3M | +6.2% | +4.7% | +1.5% | +1.6% |
| 6M | -21.6% | +12.6% | -34.2% | -29.2% |
| YTD | -10.5% | +11.8% | -22.2% | -18.3% |
| 1Y | +53.2% | +17.5% | +35.7% | +34.1% |
| 3Y | +70.7% | +77.0% | -6.3% | -1.9% |
| 5Y | +44.0% | +82.6% | -38.6% | -22.0% |
| All | +44.0% | +80.3% | -36.4% | -22.0% |
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