-55.1%
WBTN vs VOO
+42.5%
-97.6%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.6% | +2.9% | +3.2% |
| 7D | +3.3% | -2.0% | +5.3% | +6.5% |
| 30D | +17.2% | -1.7% | +18.9% | +20.1% |
| 3M | -7.9% | +4.7% | -12.6% | -14.5% |
| 6M | +5.2% | +12.6% | -7.4% | -13.2% |
| YTD | -20.8% | +11.8% | -32.6% | -33.6% |
| 1Y | -26.4% | +17.5% | -44.0% | -42.5% |
| All | -55.1% | +42.5% | -97.6% | -72.1% |
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