+335.6%
WT vs VOO
+82.3%
+253.3%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.3% |
| 7D | -0.2% | +0.5% | -0.7% | -0.7% |
| 30D | +15.1% | -0.9% | +16.0% | +16.3% |
| 3M | +39.0% | +3.9% | +35.1% | +34.0% |
| 6M | +47.4% | +14.5% | +32.8% | +29.0% |
| YTD | +101.3% | +13.0% | +88.3% | +78.8% |
| 1Y | +80.9% | +19.4% | +61.5% | +51.8% |
| 3Y | +253.8% | +78.9% | +174.9% | +104.7% |
| 5Y | +335.6% | +82.3% | +253.3% | +145.1% |
| All | +335.6% | +82.3% | +253.3% | +145.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling