+818.4%
VOO vs WTW
+422.4%
+396.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.6% | +3.1% | +1.0% |
| 7D | -0.4% | -7.1% | +6.7% | +2.5% |
| 30D | -1.4% | -8.5% | +7.2% | +2.0% |
| 3M | +3.7% | +20.6% | -16.8% | -4.5% |
| 6M | +13.0% | +7.2% | +5.8% | +8.4% |
| YTD | +12.4% | -3.9% | +16.3% | +11.9% |
| 1Y | +18.6% | -3.6% | +22.2% | +17.5% |
| 3Y | +78.1% | +60.7% | +17.4% | +36.9% |
| 5Y | +82.3% | +42.2% | +40.1% | +46.6% |
| 10Y | +322.5% | +195.5% | +127.1% | +134.4% |
| All | +818.4% | +422.4% | +396.1% | +255.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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