+507.5%
WCC vs VOO
+321.7%
+185.8%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.6% | -2.6% | -2.3% |
| 7D | +1.7% | -2.0% | +3.6% | +4.8% |
| 30D | -6.1% | -1.7% | -4.4% | -3.6% |
| 3M | +3.1% | +4.7% | -1.7% | -3.5% |
| 6M | +28.2% | +12.6% | +15.7% | +8.5% |
| YTD | +41.1% | +11.8% | +29.3% | +21.0% |
| 1Y | +61.3% | +17.5% | +43.7% | +28.5% |
| 3Y | +123.6% | +77.0% | +46.7% | +1.0% |
| 5Y | +214.8% | +82.6% | +132.2% | +39.8% |
| All | +507.5% | +321.7% | +185.8% | -5.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling