+82.6%
VOO vs WCN
+25.5%
+57.1%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.1% | +0.5% | -0.3% |
| 7D | -2.0% | -4.4% | +2.4% | -0.6% |
| 30D | -1.7% | -4.4% | +2.8% | -0.3% |
| 3M | +4.7% | +0.5% | +4.3% | +4.1% |
| 6M | +12.6% | -3.3% | +15.8% | +13.1% |
| YTD | +11.8% | -8.5% | +20.2% | +14.5% |
| 1Y | +17.5% | -8.9% | +26.5% | +20.3% |
| 3Y | +77.0% | +18.0% | +58.9% | +57.8% |
| 5Y | +82.6% | +25.0% | +57.5% | +53.6% |
| All | +82.6% | +25.5% | +57.1% | +53.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling