+72.7%
WTAI vs VOO
+74.6%
-1.9%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.1% | -0.4% |
| 7D | -0.3% | -0.8% | +0.5% | +0.9% |
| 30D | -2.0% | -1.1% | -0.9% | -0.3% |
| 3M | -4.6% | +3.9% | -8.5% | -9.4% |
| 6M | +40.2% | +13.6% | +26.6% | +17.4% |
| YTD | +43.5% | +12.7% | +30.8% | +21.9% |
| 1Y | +54.8% | +17.6% | +37.2% | +24.0% |
| 3Y | +132.0% | +77.3% | +54.7% | +4.6% |
| All | +72.7% | +74.6% | -1.9% | -18.0% |
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