+71.0%
WTAI vs VOO
+73.2%
-2.1%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.3% | -1.9% |
| 7D | +2.2% | -2.0% | +4.2% | +5.5% |
| 30D | +0.9% | -1.7% | +2.5% | +3.6% |
| 3M | +0.5% | +4.7% | -4.2% | -5.6% |
| 6M | +40.6% | +12.6% | +28.1% | +19.5% |
| YTD | +42.1% | +11.8% | +30.4% | +22.4% |
| 1Y | +54.6% | +17.5% | +37.0% | +24.0% |
| 3Y | +131.3% | +77.0% | +54.3% | +4.7% |
| All | +71.0% | +73.2% | -2.1% | -17.7% |
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