+528.3%
WTFC vs VOO
+800.4%
-272.1%
-74.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +1.2% |
| 7D | +2.8% | +2.6% | +0.2% | -0.3% |
| 30D | +10.6% | -2.0% | +12.6% | +13.0% |
| 3M | -4.0% | -2.8% | -1.2% | -1.1% |
| 6M | +7.2% | +2.2% | +5.0% | +3.6% |
| YTD | +12.8% | +11.5% | +1.3% | -2.1% |
| 1Y | +23.2% | +13.5% | +9.7% | +4.7% |
| 3Y | +108.3% | +78.1% | +30.2% | +3.7% |
| 5Y | +82.9% | +73.1% | +9.8% | -5.7% |
| 10Y | +194.9% | +310.7% | -115.8% | -43.5% |
| All | +528.3% | +800.4% | -272.1% | -60.4% |
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