-24.6%
WVE vs VOO
+82.8%
-107.4%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.8% | -2.6% | -2.9% |
| 7D | -5.6% | -0.8% | -4.8% | -4.5% |
| 30D | -12.4% | -1.1% | -11.3% | -11.2% |
| 3M | -21.0% | +3.9% | -24.9% | -25.3% |
| 6M | -67.4% | +13.6% | -81.0% | -72.3% |
| YTD | -73.0% | +12.7% | -85.7% | -76.8% |
| 1Y | -35.9% | +17.6% | -53.5% | -48.2% |
| 3Y | -2.3% | +77.3% | -79.7% | -54.7% |
| All | -24.6% | +82.8% | -107.4% | -64.6% |
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 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