-94.8%
WXM vs VOO
+37.4%
-132.2%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | +2.3% | +4.8% | +2.3% |
| 7D | -6.3% | +0.1% | -6.3% | -5.9% |
| 30D | -34.1% | -3.3% | -30.8% | -28.9% |
| 3M | -45.7% | -2.4% | -43.3% | -42.8% |
| 6M | -59.8% | +2.6% | -62.4% | -62.4% |
| YTD | -55.9% | +11.3% | -67.2% | -66.5% |
| 1Y | -76.3% | +13.4% | -89.7% | -82.8% |
| All | -94.8% | +37.4% | -132.2% | -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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling