+53.5%
WCLD vs VOO
+182.6%
-129.1%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.7% |
| 7D | -7.4% | -2.0% | -5.4% | -5.1% |
| 30D | -2.8% | -1.7% | -1.2% | -0.7% |
| 3M | +26.2% | +4.7% | +21.4% | +19.2% |
| 6M | +35.0% | +12.6% | +22.5% | +16.5% |
| YTD | +11.0% | +11.8% | -0.7% | -3.3% |
| 1Y | +9.6% | +17.5% | -8.0% | -10.2% |
| 3Y | +22.6% | +77.0% | -54.4% | -37.8% |
| 5Y | -35.4% | +82.6% | -118.0% | -67.2% |
| All | +53.5% | +182.6% | -129.1% | -46.7% |
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