+820.7%
WTBA vs VOO
+798.5%
+22.2%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.3% | -0.6% | -0.7% |
| 7D | +0.4% | +0.1% | +0.3% | +0.1% |
| 30D | +9.5% | -3.3% | +12.8% | +13.1% |
| 3M | +9.3% | -2.4% | +11.7% | +11.7% |
| 6M | +30.2% | +2.6% | +27.6% | +25.6% |
| YTD | +44.2% | +11.3% | +32.9% | +27.4% |
| 1Y | +47.2% | +13.4% | +33.7% | +27.2% |
| 3Y | +115.4% | +80.3% | +35.1% | +12.7% |
| 5Y | +17.3% | +72.7% | -55.4% | -37.1% |
| 10Y | +118.6% | +310.0% | -191.5% | -61.1% |
| All | +820.7% | +798.5% | +22.2% | -57.8% |
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 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