+21.0%
WTMF vs VOO
+694.4%
-673.4%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.3% | -0.8% | +0.4% |
| 7D | -0.1% | -0.9% | +0.8% | -0.1% |
| 30D | -1.9% | -2.3% | +0.5% | -1.7% |
| 3M | +1.3% | -1.2% | +2.4% | +1.3% |
| 6M | +1.9% | +3.3% | -1.5% | +1.7% |
| YTD | +10.3% | +12.3% | -2.1% | +9.5% |
| 1Y | +11.2% | +12.5% | -1.3% | +10.5% |
| 3Y | +32.0% | +79.2% | -47.2% | +29.2% |
| 5Y | +34.7% | +75.7% | -40.9% | +31.7% |
| 10Y | +46.4% | +313.7% | -267.2% | +46.9% |
| All | +21.0% | +694.4% | -673.4% | +25.8% |
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 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