-29.2%
WIT vs VOO
+817.1%
-846.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +0.9% | +0.9% |
| 7D | -0.5% | +0.1% | -0.7% | -0.7% |
| 30D | -9.5% | +0.1% | -9.6% | -9.6% |
| 3M | -11.6% | +2.0% | -13.6% | -13.3% |
| 6M | -16.8% | +13.0% | -29.8% | -25.0% |
| YTD | -35.5% | +13.6% | -49.1% | -42.1% |
| 1Y | -32.9% | +20.1% | -53.0% | -42.5% |
| 3Y | -24.3% | +77.6% | -101.9% | -53.2% |
| 5Y | -59.8% | +82.4% | -142.2% | -75.7% |
| 10Y | -24.7% | +316.8% | -341.6% | -78.9% |
| All | -29.2% | +817.1% | -846.3% | -91.7% |
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 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