+119.7%
WTFC vs VOO
+81.6%
+38.1%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -0.7% |
| 7D | -1.1% | -0.4% | -0.7% | -0.7% |
| 30D | -5.4% | -1.4% | -4.1% | -4.0% |
| 3M | -2.7% | +3.7% | -6.4% | -6.8% |
| 6M | +10.5% | +13.0% | -2.5% | -4.0% |
| YTD | +8.8% | +12.4% | -3.6% | -4.9% |
| 1Y | +10.8% | +18.6% | -7.8% | -8.9% |
| 3Y | +108.3% | +78.1% | +30.3% | +11.8% |
| 5Y | +119.7% | +82.3% | +37.4% | +16.0% |
| All | +119.7% | +81.6% | +38.1% | +16.0% |
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