+45.7%
WTMF vs VOO
+309.6%
-263.9%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | 0.0% |
| 7D | +0.6% | +2.6% | -2.0% | +0.4% |
| 30D | -1.9% | -2.0% | 0.0% | -1.8% |
| 3M | +0.1% | -2.8% | +2.9% | +0.4% |
| 6M | +1.2% | +2.2% | -0.9% | +1.0% |
| YTD | +9.9% | +11.5% | -1.6% | +8.8% |
| 1Y | +11.9% | +13.5% | -1.6% | +10.6% |
| 3Y | +32.1% | +78.1% | -46.0% | +27.0% |
| 5Y | +33.4% | +73.1% | -39.8% | +28.0% |
| All | +45.7% | +309.6% | -263.9% | +40.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling