+102.5%
WTM vs VOO
+74.6%
+27.9%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.2% | -0.5% |
| 7D | -2.1% | +3.3% | -5.3% | -3.1% |
| 30D | +7.3% | -2.7% | +10.0% | +8.2% |
| 3M | +6.0% | -1.7% | +7.7% | +6.5% |
| 6M | +6.5% | +3.1% | +3.4% | +5.3% |
| YTD | +8.2% | +11.9% | -3.8% | +3.9% |
| 1Y | +16.2% | +12.1% | +4.1% | +11.5% |
| 3Y | +49.0% | +78.6% | -29.6% | +23.1% |
| 5Y | +102.5% | +73.8% | +28.7% | +67.6% |
| All | +102.5% | +74.6% | +27.9% | +67.6% |
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