-17.1%
WIT vs VOO
+800.4%
-817.6%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.2% |
| 7D | -1.9% | +2.6% | -4.4% | -3.9% |
| 30D | +17.8% | -2.0% | +19.8% | +19.3% |
| 3M | +8.2% | -2.8% | +10.9% | +10.2% |
| 6M | +17.8% | +2.2% | +15.6% | +15.1% |
| YTD | -24.5% | +11.5% | -36.0% | -31.4% |
| 1Y | -19.4% | +13.5% | -32.9% | -27.9% |
| 3Y | -1.1% | +78.1% | -79.2% | -39.2% |
| 5Y | -50.6% | +73.1% | -123.7% | -69.0% |
| 10Y | -1.3% | +310.7% | -312.0% | -72.1% |
| All | -17.1% | +800.4% | -817.6% | -90.2% |
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