+62.1%
WCBR vs VOO
+119.0%
-56.9%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.3% | +1.5% |
| 7D | +1.8% | -0.4% | +2.2% | +2.4% |
| 30D | -5.5% | -1.4% | -4.1% | -3.6% |
| 3M | +22.9% | +3.7% | +19.2% | +17.3% |
| 6M | +51.0% | +13.0% | +37.9% | +28.3% |
| YTD | +42.6% | +12.4% | +30.2% | +22.0% |
| 1Y | +26.3% | +18.6% | +7.7% | +0.6% |
| 3Y | +88.5% | +78.1% | +10.4% | -14.2% |
| 5Y | +43.1% | +82.3% | -39.2% | -35.3% |
| All | +62.1% | +119.0% | -56.9% | -43.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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