+317.6%
VOO vs WDC
+1,221.6%
-904.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WDC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.0% | +3.8% | +1.5% |
| 7D | -0.8% | -4.3% | +3.5% | +0.1% |
| 30D | -1.1% | -1.5% | +0.4% | -1.2% |
| 3M | +3.9% | -15.5% | +19.4% | +4.5% |
| 6M | +13.6% | +66.5% | -52.8% | -2.9% |
| YTD | +12.7% | +159.9% | -147.1% | -14.7% |
| 1Y | +17.6% | +366.0% | -348.4% | -24.0% |
| 3Y | +77.3% | +1,285.8% | -1,208.5% | -15.7% |
| 5Y | +84.1% | +925.6% | -841.4% | -8.8% |
| All | +317.6% | +1,221.6% | -904.1% | +83.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling