-90.7%
WTID vs VOO
+95.3%
-186.0%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.8% | -2.3% | -0.2% |
| 7D | -7.4% | -0.8% | -6.6% | -8.5% |
| 30D | -22.3% | -1.1% | -21.2% | -23.7% |
| 3M | -47.8% | +3.9% | -51.7% | -45.4% |
| 6M | -52.5% | +13.6% | -66.1% | -43.7% |
| YTD | -78.1% | +12.7% | -90.8% | -74.5% |
| 1Y | -79.8% | +17.6% | -97.4% | -74.1% |
| 3Y | -87.4% | +77.3% | -164.7% | -52.8% |
| All | -90.7% | +95.3% | -186.0% | -52.2% |
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