+13.3%
WTIU vs VOO
+95.3%
-82.0%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | -0.6% |
| 7D | +7.2% | -0.8% | +8.0% | +8.4% |
| 30D | +24.9% | -1.1% | +26.0% | +26.5% |
| 3M | +61.3% | +3.9% | +57.4% | +48.7% |
| 6M | +42.3% | +13.6% | +28.6% | +6.6% |
| YTD | +171.3% | +12.7% | +158.6% | +105.1% |
| 1Y | +154.9% | +17.6% | +137.3% | +75.0% |
| 3Y | +19.9% | +77.3% | -57.4% | -63.5% |
| All | +13.3% | +95.3% | -82.0% | -73.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling