+82.3%
VOO vs WDC
+1,011.2%
-929.0%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WDC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.0% | -1.5% | -0.6% |
| 7D | -0.4% | +7.5% | -7.8% | -1.6% |
| 30D | -1.4% | +10.1% | -11.4% | -3.4% |
| 3M | +3.7% | -6.8% | +10.5% | +2.4% |
| 6M | +13.0% | +84.1% | -71.1% | -3.9% |
| YTD | +12.4% | +180.3% | -167.8% | -14.5% |
| 1Y | +18.6% | +411.1% | -392.5% | -23.5% |
| 3Y | +78.1% | +1,375.0% | -1,296.9% | -16.9% |
| 5Y | +82.3% | +991.6% | -909.3% | -10.2% |
| All | +82.3% | +1,011.2% | -929.0% | -10.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling