+252.3%
WWW vs VOO
+78.5%
+173.9%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -0.4% | +9.2% | +9.4% |
| 7D | +16.7% | +2.6% | +14.1% | +11.9% |
| 30D | +32.2% | -2.0% | +34.2% | +36.4% |
| 3M | +25.9% | -2.8% | +28.6% | +31.7% |
| 6M | +62.1% | +2.2% | +59.9% | +55.9% |
| YTD | +40.3% | +11.5% | +28.8% | +16.5% |
| 1Y | +63.1% | +13.5% | +49.6% | +31.2% |
| 3Y | +252.3% | +78.1% | +174.3% | -0.8% |
| All | +252.3% | +78.5% | +173.9% | -0.8% |
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 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