+108.3%
WRN vs VOO
+812.0%
-703.7%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.6% | +4.7% | +4.8% |
| 7D | +5.9% | +0.5% | +5.4% | +5.2% |
| 30D | +3.7% | -0.9% | +4.7% | +4.9% |
| 3M | +1.2% | +3.9% | -2.7% | -2.8% |
| 6M | -11.0% | +14.5% | -25.6% | -22.5% |
| YTD | -6.4% | +13.0% | -19.3% | -16.8% |
| 1Y | +62.3% | +19.4% | +42.9% | +36.0% |
| 3Y | +78.6% | +78.9% | -0.3% | -8.6% |
| 5Y | +57.2% | +82.3% | -25.0% | -21.3% |
| 10Y | +233.3% | +314.2% | -80.9% | -45.0% |
| All | +108.3% | +812.0% | -703.7% | -92.1% |
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