+20.7%
WTLS vs VOO
+11.9%
+8.8%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.4% | +0.5% |
| 7D | +1.4% | +0.5% | +0.9% | +0.8% |
| 30D | -0.1% | -0.9% | +0.8% | +0.9% |
| 3M | +7.3% | +3.9% | +3.4% | +2.7% |
| 6M | +24.1% | +14.5% | +9.6% | +6.1% |
| All | +20.7% | +11.9% | +8.8% | +5.9% |
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