+637.3%
WTM vs VOO
+800.4%
-163.1%
-40.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.6% |
| 7D | +0.6% | +2.6% | -2.0% | -0.6% |
| 30D | +7.5% | -2.0% | +9.5% | +8.5% |
| 3M | +5.3% | -2.8% | +8.1% | +6.6% |
| 6M | +6.4% | +2.2% | +4.2% | +4.9% |
| YTD | +8.6% | +11.5% | -3.0% | +2.3% |
| 1Y | +17.8% | +13.5% | +4.3% | +10.0% |
| 3Y | +50.6% | +78.1% | -27.5% | +10.9% |
| 5Y | +103.2% | +73.1% | +30.1% | +49.8% |
| 10Y | +174.7% | +310.7% | -136.0% | +22.9% |
| All | +637.3% | +800.4% | -163.1% | +95.2% |
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 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