+813.9%
WTBA vs VOO
+806.9%
+7.0%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.3% | -1.5% | -1.6% |
| 7D | -0.9% | -0.9% | 0.0% | -0.2% |
| 30D | +7.0% | -2.3% | +9.3% | +9.3% |
| 3M | +5.9% | -1.2% | +7.1% | +6.8% |
| 6M | +32.8% | +3.3% | +29.4% | +27.1% |
| YTD | +43.1% | +12.3% | +30.8% | +25.2% |
| 1Y | +45.2% | +12.5% | +32.7% | +26.6% |
| 3Y | +110.7% | +79.2% | +31.5% | +11.0% |
| 5Y | +15.8% | +75.7% | -59.9% | -39.0% |
| 10Y | +108.6% | +313.7% | -205.1% | -63.2% |
| All | +813.9% | +806.9% | +7.0% | -58.5% |
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