+14.0%
WXET vs VOO
+29.5%
-15.5%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.6% | +4.3% | +3.6% |
| 7D | -3.0% | -2.0% | -1.0% | -3.2% |
| 30D | +29.9% | -1.7% | +31.6% | +29.7% |
| 3M | +42.1% | +4.7% | +37.3% | +42.8% |
| 6M | +32.3% | +12.6% | +19.7% | +34.0% |
| YTD | +73.0% | +11.8% | +61.3% | +75.2% |
| 1Y | +57.5% | +17.5% | +39.9% | +59.3% |
| All | +14.0% | +29.5% | -15.5% | +14.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling