+87.0%
WTM vs VOO
+81.6%
+5.4%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.1% |
| 7D | -2.6% | -0.4% | -2.2% | -2.4% |
| 30D | -2.8% | -1.4% | -1.4% | -2.4% |
| 3M | +2.3% | +3.7% | -1.4% | +1.0% |
| 6M | -4.5% | +13.0% | -17.5% | -8.5% |
| YTD | -1.3% | +12.4% | -13.7% | -5.3% |
| 1Y | +14.3% | +18.6% | -4.3% | +7.6% |
| 3Y | +36.0% | +78.1% | -42.1% | +11.9% |
| 5Y | +87.0% | +82.3% | +4.7% | +50.2% |
| All | +87.0% | +81.6% | +5.4% | +50.2% |
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 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