-0.6%
WVE vs VOO
+75.9%
-76.6%
-78.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.3% | -2.1% |
| 7D | -0.6% | -2.0% | +1.3% | +2.2% |
| 30D | -7.5% | -1.7% | -5.9% | -5.4% |
| 3M | -17.5% | +4.7% | -22.2% | -22.8% |
| 6M | -66.0% | +12.6% | -78.6% | -70.8% |
| YTD | -72.5% | +11.8% | -84.3% | -76.1% |
| 1Y | -36.8% | +17.5% | -54.3% | -49.0% |
| All | -0.6% | +75.9% | -76.6% | -44.6% |
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