+12.9%
WTFCN vs VOO
+36.9%
-24.1%
-3.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.2% | -0.4% |
| 7D | -0.2% | -0.8% | +0.6% | -0.1% |
| 30D | -0.5% | -1.1% | +0.6% | -0.4% |
| 3M | +1.1% | +3.9% | -2.8% | +0.6% |
| 6M | +2.5% | +13.6% | -11.1% | +0.4% |
| YTD | +4.6% | +12.7% | -8.1% | +2.5% |
| 1Y | +5.2% | +17.6% | -12.4% | +2.5% |
| All | +12.9% | +36.9% | -24.1% | +7.1% |
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