-91.9%
WXM vs VOO
+14.7%
-106.6%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.6% | +2.4% | +2.6% |
| 7D | -32.5% | -0.7% | -31.7% | -32.0% |
| 30D | -41.7% | -1.1% | -40.7% | -41.2% |
| 3M | -38.3% | -0.3% | -37.9% | -38.2% |
| 6M | -55.6% | +7.4% | -62.9% | -58.3% |
| YTD | -59.2% | +13.4% | -72.6% | -64.5% |
| 1Y | -91.9% | +14.8% | -106.7% | -93.3% |
| All | -91.9% | +14.7% | -106.6% | -93.3% |
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