+53.2%
WCLD vs VOO
+185.0%
-131.9%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.1% | -1.3% |
| 7D | -4.8% | -0.8% | -4.0% | -3.9% |
| 30D | -2.1% | -1.1% | -1.1% | -0.7% |
| 3M | +26.4% | +3.9% | +22.6% | +20.7% |
| 6M | +34.5% | +13.6% | +20.9% | +14.6% |
| YTD | +10.8% | +12.7% | -1.9% | -4.6% |
| 1Y | +7.5% | +17.6% | -10.1% | -12.0% |
| 3Y | +21.3% | +77.3% | -56.0% | -38.7% |
| 5Y | -35.6% | +84.1% | -119.7% | -67.6% |
| All | +53.2% | +185.0% | -131.9% | -47.4% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling