+1,427.1%
WT vs VOO
+817.1%
+610.0%
-91.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.6% |
| 7D | +1.9% | +0.1% | +1.8% | +1.7% |
| 30D | +13.1% | +0.1% | +13.1% | +13.0% |
| 3M | +31.4% | +2.0% | +29.4% | +28.3% |
| 6M | +42.7% | +13.0% | +29.6% | +21.8% |
| YTD | +105.2% | +13.6% | +91.6% | +74.0% |
| 1Y | +82.5% | +20.1% | +62.4% | +43.2% |
| 3Y | +250.8% | +77.6% | +173.2% | +60.3% |
| 5Y | +331.1% | +82.4% | +248.7% | +85.0% |
| 10Y | +192.3% | +316.8% | -124.6% | -61.7% |
| All | +1,427.1% | +817.1% | +610.0% | +8.5% |
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