+634.6%
WTM vs VOO
+803.9%
-169.3%
-40.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.2% | -0.4% |
| 7D | -2.1% | +3.3% | -5.3% | -3.6% |
| 30D | +7.3% | -2.7% | +10.0% | +8.7% |
| 3M | +6.0% | -1.7% | +7.7% | +6.8% |
| 6M | +6.5% | +3.1% | +3.4% | +4.6% |
| YTD | +8.2% | +11.9% | -3.8% | +1.7% |
| 1Y | +16.2% | +12.1% | +4.1% | +9.2% |
| 3Y | +49.0% | +78.6% | -29.6% | +9.6% |
| 5Y | +102.5% | +73.8% | +28.7% | +49.0% |
| 10Y | +173.7% | +312.3% | -138.6% | +22.2% |
| All | +634.6% | +803.9% | -169.3% | +94.1% |
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