+114.9%
WTS vs VOO
+81.6%
+33.3%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -0.8% |
| 7D | +1.3% | -0.4% | +1.6% | +1.6% |
| 30D | -7.1% | -1.4% | -5.7% | -5.7% |
| 3M | +11.6% | +3.7% | +7.9% | +7.5% |
| 6M | +15.8% | +13.0% | +2.8% | +1.9% |
| YTD | +29.8% | +12.4% | +17.3% | +14.7% |
| 1Y | +30.0% | +18.6% | +11.4% | +8.5% |
| 3Y | +102.3% | +78.1% | +24.3% | +8.1% |
| 5Y | +114.9% | +82.3% | +32.6% | +10.8% |
| All | +114.9% | +81.6% | +33.3% | +10.8% |
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