Wills Updated Portfolio

The chart shows the growth of an initial investment of $10,000 in Wills Updated Portfolio, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Every 3 months.

Based on dividend-adjusted daily data since Aug 6, 2025, Wills Updated Portfolio's average daily return is +0.21%, while the average monthly return is +3.92%. At this rate, your investment would double in approximately 1.5 years.

Historically, 78% of months were positive and 22% were negative. The best month was Sep 2025 with a return of +13.8%, while the worst month was Mar 2026 at -11.0%. The longest winning streak lasted 3 consecutive months, and the longest losing streak was 1 months.

On a daily basis, Wills Updated Portfolio closed higher 60% of trading days. The best single day was Mar 31, 2026 with a return of +5.3%, while the worst single day was Jan 30, 2026 at -5.9%.

Wills Updated Portfolio has an annualized alpha of 50.18%, beta of 1.65, and R² of 0.56 versus S&P 500 Index. Calculated based on daily prices since August 06, 2025.

• This portfolio captured 403.41% of S&P 500 Index gains but only 17.16% of its losses — a favorable profile for investors.
• This portfolio generated an annualized alpha of 50.18% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
• Beta of 1.65 means this portfolio moves significantly more than S&P 500 Index — expect amplified gains in rallies and amplified losses in downturns.

Wills Updated Portfolio has an expense ratio of 0.62%, placing it in the medium range. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

There isn't enough data available to calculate the Sharpe ratio for Wills Updated Portfolio. This metric is based on the past 12 months of trading data. Please check back later for updated information.

Wills Updated Portfolio provided a 1.60% dividend yield over the last twelve months.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Wills Updated Portfolio. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Wills Updated Portfolio was 15.47%, occurring on Mar 30, 2026. The portfolio has not yet recovered.

The current Wills Updated Portfolio drawdown is 8.94%.

The chart below shows the rolling one-month volatility.