-62.1%
WIT vs VOO
+82.8%
-144.9%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.3% | +0.5% |
| 7D | -6.6% | -0.8% | -5.9% | -6.0% |
| 30D | -13.3% | -1.1% | -12.3% | -12.6% |
| 3M | -20.5% | +3.9% | -24.4% | -23.1% |
| 6M | -27.9% | +13.6% | -41.5% | -35.2% |
| YTD | -39.8% | +12.7% | -52.5% | -45.6% |
| 1Y | -38.7% | +17.6% | -56.3% | -46.6% |
| 3Y | -32.2% | +77.3% | -109.5% | -58.6% |
| All | -62.1% | +82.8% | -144.9% | -77.7% |
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 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