-69.9%
WVE vs VOO
+338.9%
-408.8%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.6% | -1.5% |
| 7D | -1.4% | -0.4% | -1.1% | -1.1% |
| 30D | -20.8% | -1.4% | -19.4% | -19.5% |
| 3M | -16.8% | +3.7% | -20.5% | -20.3% |
| 6M | -63.8% | +13.0% | -76.8% | -68.1% |
| YTD | -71.7% | +12.4% | -84.1% | -74.9% |
| 1Y | -35.7% | +18.6% | -54.3% | -46.4% |
| 3Y | +5.9% | +78.1% | -72.1% | -42.8% |
| 5Y | -20.9% | +82.3% | -103.2% | -57.1% |
| 10Y | -81.4% | +322.5% | -404.0% | -95.0% |
| All | -69.9% | +338.9% | -408.8% | -91.8% |
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