+236.2%
WT vs VOO
+78.4%
+157.8%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.3% | +4.9% | +4.3% |
| 7D | +3.2% | +0.1% | +3.1% | +3.2% |
| 30D | -7.6% | -3.3% | -4.2% | -3.3% |
| 3M | -1.5% | -2.4% | +0.9% | +1.8% |
| 6M | +9.7% | +2.6% | +7.1% | +7.0% |
| YTD | +72.3% | +11.3% | +61.0% | +52.8% |
| 1Y | +81.8% | +13.4% | +68.4% | +57.5% |
| 3Y | +236.2% | +80.3% | +155.9% | +79.4% |
| All | +236.2% | +78.4% | +157.8% | +79.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling