+214.5%
WTFC vs VOO
+321.7%
-107.2%
-74.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.9% |
| 7D | -1.8% | -2.0% | +0.2% | +0.6% |
| 30D | -7.0% | -1.7% | -5.3% | -5.1% |
| 3M | -2.2% | +4.7% | -6.9% | -7.9% |
| 6M | +11.1% | +12.6% | -1.4% | -4.5% |
| YTD | +9.0% | +11.8% | -2.8% | -5.5% |
| 1Y | +11.6% | +17.5% | -5.9% | -9.1% |
| 3Y | +108.6% | +77.0% | +31.6% | +3.5% |
| 5Y | +121.6% | +82.6% | +39.0% | +5.5% |
| All | +214.5% | +321.7% | -107.2% | -50.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling