+188.4%
WT vs VOO
+315.3%
-126.9%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.7% | -1.5% |
| 7D | +0.7% | -0.4% | +1.0% | +1.2% |
| 30D | +7.9% | -1.4% | +9.2% | +9.9% |
| 3M | +40.0% | +3.7% | +36.2% | +34.0% |
| 6M | +44.5% | +13.0% | +31.5% | +24.5% |
| YTD | +97.0% | +12.4% | +84.6% | +71.0% |
| 1Y | +76.4% | +18.6% | +57.8% | +42.7% |
| 3Y | +246.2% | +78.1% | +168.2% | +65.7% |
| 5Y | +324.9% | +82.3% | +242.7% | +93.5% |
| 10Y | +188.4% | +322.5% | -134.1% | -64.7% |
| All | +188.4% | +315.3% | -126.9% | -64.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling