+843.6%
WCC vs VOO
+800.4%
+43.1%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.3% | -1.1% |
| 7D | +9.9% | +2.6% | +7.4% | +6.0% |
| 30D | -8.4% | -2.0% | -6.5% | -5.2% |
| 3M | -10.3% | -2.8% | -7.6% | -5.8% |
| 6M | -10.5% | +2.2% | -12.6% | -12.1% |
| YTD | +32.2% | +11.5% | +20.7% | +14.7% |
| 1Y | +25.5% | +13.5% | +12.0% | +6.4% |
| 3Y | +134.7% | +78.1% | +56.6% | +6.3% |
| 5Y | +139.9% | +73.1% | +66.8% | +16.7% |
| 10Y | +433.5% | +310.7% | +122.7% | -18.3% |
| All | +843.6% | +800.4% | +43.1% | -56.1% |
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