+1,222.5%
WTS vs VOO
+817.1%
+405.4%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.4% | +2.5% | +2.6% |
| 7D | -0.7% | +0.1% | -0.8% | -0.8% |
| 30D | 0.0% | +0.1% | -0.1% | -0.1% |
| 3M | +15.5% | +2.0% | +13.4% | +12.9% |
| 6M | +14.0% | +13.0% | +1.0% | -0.8% |
| YTD | +32.3% | +13.6% | +18.7% | +14.3% |
| 1Y | +30.8% | +20.1% | +10.7% | +6.0% |
| 3Y | +97.2% | +77.6% | +19.7% | +1.5% |
| 5Y | +123.0% | +82.4% | +40.6% | +11.6% |
| 10Y | +502.0% | +316.8% | +185.1% | +6.5% |
| All | +1,222.5% | +817.1% | +405.4% | -25.7% |
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