+317.6%
VOO vs WCN
+235.9%
+81.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.7% | +0.8% |
| 7D | -0.8% | -3.1% | +2.3% | +0.7% |
| 30D | -1.1% | -3.4% | +2.3% | +0.5% |
| 3M | +3.9% | +3.0% | +0.9% | +1.8% |
| 6M | +13.6% | -3.8% | +17.4% | +14.5% |
| YTD | +12.7% | -8.3% | +21.0% | +16.0% |
| 1Y | +17.6% | -9.7% | +27.3% | +21.6% |
| 3Y | +77.3% | +17.2% | +60.2% | +54.7% |
| 5Y | +84.1% | +25.3% | +58.8% | +51.7% |
| All | +317.6% | +235.9% | +81.7% | +117.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 10y: compounded portfolio wealth divided by compounded WCN 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…
10y analysis · Full analysis span regression · 6 months rolling