+89.5%
WTTR vs VOO
+261.9%
-172.4%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -1.0% | -0.9% |
| 7D | +3.7% | -0.4% | +4.1% | +4.1% |
| 30D | -1.9% | -1.4% | -0.5% | -0.4% |
| 3M | +12.3% | +3.7% | +8.6% | +7.1% |
| 6M | +48.4% | +13.0% | +35.3% | +27.7% |
| YTD | +97.5% | +12.4% | +85.0% | +71.1% |
| 1Y | +148.6% | +18.6% | +130.0% | +103.3% |
| 3Y | +166.7% | +78.1% | +88.7% | +37.6% |
| 5Y | +338.4% | +82.3% | +256.1% | +116.3% |
| All | +89.5% | +261.9% | -172.4% | -49.7% |
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