+17.1%
WMTI vs VOO
+14.7%
+2.4%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.6% | +0.8% | +2.5% |
| 7D | +7.1% | -0.7% | +7.9% | +7.1% |
| 30D | +19.4% | -1.1% | +20.4% | +19.3% |
| 3M | +10.8% | -0.3% | +11.2% | +10.7% |
| 6M | -6.4% | +7.4% | -13.8% | -6.9% |
| YTD | +6.7% | +13.4% | -6.7% | +4.1% |
| 1Y | +17.1% | +14.8% | +2.3% | +15.2% |
| All | +17.1% | +14.7% | +2.4% | +15.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling