+1,212.6%
WTS vs VOO
+800.4%
+412.1%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.3% |
| 7D | +4.1% | +2.6% | +1.5% | +1.2% |
| 30D | +2.4% | -2.0% | +4.3% | +4.4% |
| 3M | -5.8% | -2.8% | -3.0% | -3.0% |
| 6M | +20.6% | +2.2% | +18.4% | +17.3% |
| YTD | +31.3% | +11.5% | +19.7% | +15.4% |
| 1Y | +33.5% | +13.5% | +20.0% | +15.0% |
| 3Y | +95.4% | +78.1% | +17.3% | -0.3% |
| 5Y | +83.6% | +73.1% | +10.5% | -2.8% |
| 10Y | +476.0% | +310.7% | +165.3% | +3.2% |
| All | +1,212.6% | +800.4% | +412.1% | -25.0% |
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