+300.3%
WTRG vs VOO
+802.4%
-502.0%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.1% |
| 7D | -0.2% | -2.0% | +1.8% | +1.1% |
| 30D | +4.3% | -1.7% | +6.0% | +5.4% |
| 3M | +12.3% | +4.7% | +7.5% | +8.6% |
| 6M | +7.7% | +12.6% | -4.8% | -1.1% |
| YTD | +12.0% | +11.8% | +0.2% | +3.1% |
| 1Y | +14.1% | +17.5% | -3.4% | +1.2% |
| 3Y | +26.8% | +77.0% | -50.2% | -18.6% |
| 5Y | +0.6% | +82.6% | -81.9% | -37.8% |
| 10Y | +83.3% | +320.0% | -236.7% | -40.0% |
| All | +300.3% | +802.4% | -502.0% | -25.2% |
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 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