-87.3%
WTID vs VOO
+77.0%
-164.2%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.5% | -2.5% | -3.6% |
| 7D | -2.6% | -0.4% | -2.2% | -3.1% |
| 30D | -25.7% | -1.4% | -24.3% | -27.3% |
| 3M | -46.5% | +3.7% | -50.2% | -44.6% |
| 6M | -54.6% | +13.0% | -67.6% | -47.2% |
| YTD | -77.8% | +12.4% | -90.3% | -74.5% |
| 1Y | -80.3% | +18.6% | -98.9% | -74.5% |
| All | -87.3% | +77.0% | -164.2% | -59.2% |
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 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