-15.9%
WWR vs VOO
+17.2%
-33.1%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +1.5% |
| 7D | +5.5% | -2.0% | +7.4% | +10.7% |
| 30D | -3.3% | -1.7% | -1.7% | +0.4% |
| 3M | +20.8% | +4.7% | +16.1% | +10.1% |
| 6M | -29.3% | +12.6% | -41.8% | -44.7% |
| YTD | -22.7% | +11.8% | -34.4% | -38.1% |
| All | -15.9% | +17.2% | -33.1% | -28.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling