-99.2%
WATT vs VOO
+81.6%
-180.8%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.5% | +4.3% | +4.3% |
| 7D | +8.5% | -0.4% | +8.9% | +8.8% |
| 30D | -38.7% | -1.4% | -37.3% | -37.9% |
| 3M | -52.5% | +3.7% | -56.2% | -53.9% |
| 6M | -0.8% | +13.0% | -13.8% | -9.8% |
| YTD | +185.0% | +12.4% | +172.5% | +160.1% |
| 1Y | +20.9% | +18.6% | +2.3% | +6.1% |
| 3Y | -76.7% | +78.1% | -154.8% | -87.4% |
| 5Y | -99.2% | +82.3% | -181.5% | -99.5% |
| All | -99.2% | +81.6% | -180.8% | -99.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling