+125.8%
WTBA vs VOO
+321.7%
-196.0%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.6% | +1.8% | +1.8% |
| 7D | +0.7% | -2.0% | +2.6% | +2.5% |
| 30D | +0.3% | -1.7% | +2.0% | +1.8% |
| 3M | +18.7% | +4.7% | +14.0% | +13.5% |
| 6M | +24.8% | +12.6% | +12.2% | +11.3% |
| YTD | +35.5% | +11.8% | +23.7% | +21.7% |
| 1Y | +50.6% | +17.5% | +33.1% | +29.0% |
| 3Y | +90.0% | +77.0% | +13.0% | +11.4% |
| 5Y | +25.4% | +82.6% | -57.2% | -29.7% |
| All | +125.8% | +321.7% | -196.0% | -51.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling