+109.2%
WTBA vs VOO
+309.2%
-200.0%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.1% | -0.2% |
| 7D | +1.2% | -0.6% | +1.8% | +1.6% |
| 30D | +9.0% | -3.6% | +12.6% | +12.4% |
| 3M | +8.9% | -2.7% | +11.6% | +11.3% |
| 6M | +29.5% | +2.2% | +27.3% | +26.1% |
| YTD | +43.5% | +10.9% | +32.6% | +29.5% |
| 1Y | +46.7% | +11.3% | +35.4% | +31.8% |
| 3Y | +111.3% | +76.9% | +34.3% | +23.9% |
| 5Y | +16.4% | +73.5% | -57.1% | -31.3% |
| All | +109.2% | +309.2% | -200.0% | -53.1% |
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