+78.3%
WTRG vs VOO
+325.3%
-247.0%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.8% | -2.6% | -2.3% |
| 7D | -1.5% | -0.8% | -0.7% | -1.1% |
| 30D | +3.0% | -1.1% | +4.1% | +3.7% |
| 3M | +11.6% | +3.9% | +7.7% | +8.7% |
| 6M | +5.2% | +13.6% | -8.4% | -3.8% |
| YTD | +10.0% | +12.7% | -2.7% | +1.0% |
| 1Y | +11.4% | +17.6% | -6.2% | -1.0% |
| 3Y | +22.9% | +77.3% | -54.4% | -21.4% |
| 5Y | -1.1% | +84.1% | -85.3% | -39.6% |
| All | +78.3% | +325.3% | -247.0% | -43.2% |
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