+721.0%
WTV vs VOO
+807.8%
-86.9%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.2% |
| 7D | -1.3% | -0.4% | -0.9% | -0.9% |
| 30D | 0.0% | -1.4% | +1.4% | +1.2% |
| 3M | +5.0% | +3.7% | +1.3% | +1.6% |
| 6M | +12.3% | +13.0% | -0.7% | +0.5% |
| YTD | +16.3% | +12.4% | +3.9% | +4.5% |
| 1Y | +20.2% | +18.6% | +1.6% | +2.9% |
| 3Y | +78.4% | +78.1% | +0.3% | +6.3% |
| 5Y | +92.2% | +82.3% | +9.9% | +11.9% |
| 10Y | +306.3% | +322.5% | -16.3% | +17.8% |
| All | +721.0% | +807.8% | -86.9% | +29.4% |
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