+115.0%
WTIU vs VOO
+9.9%
+105.1%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -4.4% | -3.7% | -14.6% |
| 7D | -28.9% | -4.7% | -24.2% | -33.8% |
| 30D | -16.0% | -5.9% | -10.1% | -23.2% |
| 3M | +22.9% | -4.5% | +27.4% | +15.6% |
| 6M | +3.8% | +1.9% | +2.0% | +10.4% |
| YTD | +113.9% | +8.4% | +105.5% | +153.2% |
| 1Y | +115.0% | +9.5% | +105.5% | +153.5% |
| All | +115.0% | +9.9% | +105.1% | +153.5% |
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