+20.1%
VOO vs WDC
+441.9%
-421.9%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WDC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +5.9% | -6.2% | -0.8% |
| 7D | +0.1% | +1.7% | -1.6% | 0.0% |
| 30D | +0.1% | -10.0% | +10.0% | +0.7% |
| 3M | +2.0% | -18.8% | +20.8% | +2.6% |
| 6M | +13.0% | +79.0% | -66.0% | +5.8% |
| YTD | +13.6% | +171.6% | -158.0% | +2.3% |
| 1Y | +20.1% | +417.4% | -397.3% | +3.6% |
| All | +20.1% | +441.9% | -421.9% | +3.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WDC.
Daily Out/Under-Performance
Portfolio return minus WDC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WDC 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 1y: compounded portfolio wealth divided by compounded WDC 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…
1y analysis · Full analysis span regression · 6 months rolling