-90.6%
WTID vs VOO
+93.7%
-184.2%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | -0.6% |
| 7D | -3.4% | -2.0% | -1.4% | -6.3% |
| 30D | -22.3% | -1.7% | -20.7% | -24.5% |
| 3M | -43.3% | +4.7% | -48.0% | -39.9% |
| 6M | -56.4% | +12.6% | -69.0% | -49.2% |
| YTD | -77.8% | +11.8% | -89.5% | -74.4% |
| 1Y | -79.5% | +17.5% | -97.0% | -73.4% |
| 3Y | -86.6% | +77.0% | -163.6% | -49.5% |
| All | -90.6% | +93.7% | -184.2% | -52.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling