-35.4%
WCLD vs VOO
+80.3%
-115.8%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.9% |
| 7D | -7.4% | -2.0% | -5.4% | -4.4% |
| 30D | -2.8% | -1.7% | -1.2% | -0.1% |
| 3M | +26.2% | +4.7% | +21.4% | +17.1% |
| 6M | +35.0% | +12.6% | +22.5% | +11.3% |
| YTD | +11.0% | +11.8% | -0.7% | -7.4% |
| 1Y | +9.6% | +17.5% | -8.0% | -15.7% |
| 3Y | +22.6% | +77.0% | -54.4% | -52.7% |
| 5Y | -35.4% | +82.6% | -118.0% | -75.0% |
| All | -35.4% | +80.3% | -115.8% | -75.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling