+822.6%
VOO vs WCN
+960.8%
-138.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.5% | -0.1% |
| 7D | +0.5% | -0.4% | +1.0% | +0.7% |
| 30D | -0.9% | -2.1% | +1.2% | 0.0% |
| 3M | +3.9% | +6.4% | -2.5% | +0.3% |
| 6M | +14.5% | -3.7% | +18.2% | +15.3% |
| YTD | +13.0% | -6.4% | +19.3% | +14.9% |
| 1Y | +19.4% | -7.9% | +27.4% | +22.1% |
| 3Y | +78.9% | +20.8% | +58.1% | +56.2% |
| 5Y | +82.3% | +29.0% | +53.3% | +51.8% |
| 10Y | +314.2% | +236.4% | +77.9% | +115.1% |
| All | +822.6% | +960.8% | -138.2% | +159.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling