+1,174.3%
WT vs VOO
+795.4%
+378.9%
-91.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.2% |
| 7D | +5.2% | -0.6% | +5.8% | +6.2% |
| 30D | -8.1% | -3.6% | -4.5% | -3.1% |
| 3M | -6.3% | -2.7% | -3.5% | -2.4% |
| 6M | +9.1% | +2.2% | +6.8% | +6.5% |
| YTD | +71.2% | +10.9% | +60.3% | +50.3% |
| 1Y | +78.5% | +11.3% | +67.2% | +55.8% |
| 3Y | +224.0% | +76.9% | +147.1% | +49.3% |
| 5Y | +238.6% | +73.5% | +165.1% | +56.0% |
| 10Y | +166.5% | +307.7% | -141.2% | -64.0% |
| All | +1,174.3% | +795.4% | +378.9% | -6.2% |
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 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