-78.8%
WTID vs VOO
+12.1%
-90.9%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.4% | -2.5% | -2.4% |
| 7D | -15.9% | +2.6% | -18.5% | -19.1% |
| 30D | +14.6% | -2.0% | +16.6% | +17.7% |
| 3M | -27.9% | -2.8% | -25.1% | -24.7% |
| 6M | -51.6% | +2.2% | -53.8% | -53.5% |
| YTD | -79.7% | +11.5% | -91.3% | -82.9% |
| 1Y | -78.8% | +13.5% | -92.3% | -81.8% |
| All | -78.8% | +12.1% | -90.9% | -81.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling