-89.5%
WXM vs VOO
+40.2%
-129.7%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | 0.0% | +0.4% |
| 7D | +9.7% | +0.1% | +9.6% | +9.5% |
| 30D | +19.0% | +0.1% | +18.9% | +17.7% |
| 3M | -24.8% | +2.0% | -26.8% | -29.0% |
| 6M | +2.3% | +13.0% | -10.8% | -24.0% |
| YTD | -11.6% | +13.6% | -25.2% | -36.3% |
| 1Y | -84.1% | +20.1% | -104.2% | -90.2% |
| All | -89.5% | +40.2% | -129.7% | -95.6% |
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