-94.8%
WXM vs VOO
+36.9%
-131.8%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -1.0% | -0.6% |
| 7D | +11.0% | -0.6% | +11.6% | +13.1% |
| 30D | -35.0% | -3.6% | -31.3% | -29.4% |
| 3M | -44.5% | -2.7% | -41.8% | -41.2% |
| 6M | -60.4% | +2.2% | -62.6% | -62.6% |
| YTD | -56.5% | +10.9% | -67.4% | -66.7% |
| 1Y | -72.9% | +11.3% | -84.3% | -79.2% |
| All | -94.8% | +36.9% | -131.8% | -97.7% |
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