+104.2%
WTBA vs VOO
+309.6%
-205.5%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.0% | +1.0% |
| 7D | +0.4% | +2.6% | -2.2% | -1.8% |
| 30D | +8.1% | -2.0% | +10.1% | +9.8% |
| 3M | +2.2% | -2.8% | +5.0% | +4.5% |
| 6M | +34.0% | +2.2% | +31.9% | +30.6% |
| YTD | +42.3% | +11.5% | +30.7% | +27.7% |
| 1Y | +44.3% | +13.5% | +30.8% | +27.3% |
| 3Y | +108.2% | +78.1% | +30.1% | +21.4% |
| 5Y | +14.8% | +73.1% | -58.3% | -32.1% |
| All | +104.2% | +309.6% | -205.5% | -54.8% |
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