-35.2%
WWW vs VOO
+80.3%
-115.5%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -0.6% |
| 7D | -1.3% | -2.0% | +0.6% | +1.7% |
| 30D | +6.0% | -1.7% | +7.7% | +8.8% |
| 3M | +13.0% | +4.7% | +8.3% | +5.3% |
| 6M | +18.8% | +12.6% | +6.2% | -0.9% |
| YTD | +8.2% | +11.8% | -3.6% | -8.5% |
| 1Y | -36.2% | +17.5% | -53.7% | -50.3% |
| 3Y | +157.4% | +77.0% | +80.4% | +13.7% |
| 5Y | -35.2% | +82.6% | -117.8% | -71.8% |
| All | -35.2% | +80.3% | -115.5% | -71.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling