-90.0%
WTID vs VOO
+78.5%
-168.5%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.4% | -2.5% | -3.4% |
| 7D | -15.9% | +2.6% | -18.5% | -13.1% |
| 30D | +14.6% | -2.0% | +16.6% | +11.6% |
| 3M | -27.9% | -2.8% | -25.1% | -30.9% |
| 6M | -51.6% | +2.2% | -53.8% | -51.2% |
| YTD | -79.7% | +11.5% | -91.3% | -77.0% |
| 1Y | -78.8% | +13.5% | -92.3% | -75.0% |
| 3Y | -90.0% | +78.1% | -168.1% | -65.1% |
| All | -90.0% | +78.5% | -168.5% | -65.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling