+311.1%
WTTR vs VOO
+82.8%
+228.3%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.8% | +0.5% | +0.6% |
| 7D | +2.9% | -0.8% | +3.7% | +3.6% |
| 30D | -2.7% | -1.1% | -1.6% | -1.8% |
| 3M | +12.1% | +3.9% | +8.2% | +7.7% |
| 6M | +47.6% | +13.6% | +34.0% | +29.7% |
| YTD | +98.8% | +12.7% | +86.1% | +76.3% |
| 1Y | +131.8% | +17.6% | +114.2% | +97.9% |
| 3Y | +178.3% | +77.3% | +101.0% | +68.5% |
| All | +311.1% | +82.8% | +228.3% | +137.9% |
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