+520.7%
WTFC vs VOO
+817.1%
-296.4%
-74.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.8% |
| 7D | +0.8% | +0.1% | +0.7% | +0.6% |
| 30D | -4.2% | +0.1% | -4.3% | -4.3% |
| 3M | +1.4% | +2.0% | -0.6% | -1.4% |
| 6M | +6.8% | +13.0% | -6.2% | -8.4% |
| YTD | +11.4% | +13.6% | -2.2% | -5.0% |
| 1Y | +11.8% | +20.1% | -8.2% | -10.8% |
| 3Y | +103.5% | +77.6% | +25.9% | +2.1% |
| 5Y | +127.8% | +82.4% | +45.4% | +10.5% |
| 10Y | +223.5% | +316.8% | -93.4% | -38.9% |
| All | +520.7% | +817.1% | -296.4% | -61.6% |
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