-50.3%
WIT vs VOO
+74.6%
-124.9%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -1.1% |
| 7D | -1.4% | +3.3% | -4.7% | -3.8% |
| 30D | +18.3% | -2.7% | +21.0% | +20.5% |
| 3M | +9.2% | -1.7% | +11.0% | +10.3% |
| 6M | +15.8% | +3.1% | +12.7% | +12.3% |
| YTD | -24.1% | +11.9% | -36.1% | -31.3% |
| 1Y | -19.0% | +12.1% | -31.1% | -26.7% |
| 3Y | -1.3% | +78.6% | -79.9% | -40.2% |
| 5Y | -50.3% | +73.8% | -124.1% | -68.9% |
| All | -50.3% | +74.6% | -124.9% | -68.9% |
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