-51.7%
WW vs VOO
+25.7%
-77.4%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +1.3% | +7.3% | +6.1% |
| 7D | +7.6% | -0.9% | +8.5% | +8.5% |
| 30D | -12.9% | -2.3% | -10.5% | -8.9% |
| 3M | -13.1% | -1.2% | -11.9% | -11.5% |
| 6M | +30.6% | +3.3% | +27.3% | +21.7% |
| YTD | -55.3% | +12.3% | -67.7% | -63.9% |
| 1Y | -54.1% | +12.5% | -66.6% | -63.4% |
| All | -51.7% | +25.7% | -77.4% | -64.1% |
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 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