-99.3%
WWR vs VOO
+325.3%
-424.6%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.8% | -4.0% | -4.0% |
| 7D | +0.4% | -0.8% | +1.1% | +1.1% |
| 30D | -10.8% | -1.1% | -9.7% | -10.0% |
| 3M | +10.2% | +3.9% | +6.3% | +6.7% |
| 6M | -32.3% | +13.6% | -45.9% | -39.4% |
| YTD | -25.1% | +12.7% | -37.8% | -32.3% |
| 1Y | -18.6% | +17.6% | -36.1% | -29.1% |
| 3Y | -23.0% | +77.3% | -100.3% | -55.8% |
| 5Y | -84.6% | +84.1% | -168.7% | -91.3% |
| All | -99.3% | +325.3% | -424.6% | -99.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling