-90.6%
WXM vs VOO
+38.8%
-129.4%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -0.5% | -5.8% | -5.4% |
| 7D | -3.8% | -0.4% | -3.4% | -2.9% |
| 30D | +1.0% | -1.4% | +2.4% | +3.1% |
| 3M | -15.3% | +3.7% | -19.0% | -24.2% |
| 6M | -20.8% | +13.0% | -33.8% | -41.1% |
| YTD | -20.8% | +12.4% | -33.2% | -41.7% |
| 1Y | -87.3% | +18.6% | -105.9% | -91.9% |
| All | -90.6% | +38.8% | -129.4% | -95.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling