+56.1%
WCLD vs VOO
+185.6%
-129.6%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.4% | -2.3% |
| 7D | -5.3% | +0.5% | -5.8% | -5.8% |
| 30D | +1.3% | -0.9% | +2.2% | +2.6% |
| 3M | +24.2% | +3.9% | +20.3% | +18.5% |
| 6M | +32.9% | +14.5% | +18.3% | +12.1% |
| YTD | +12.9% | +13.0% | -0.1% | -3.0% |
| 1Y | +8.8% | +19.4% | -10.6% | -12.6% |
| 3Y | +24.6% | +78.9% | -54.2% | -37.6% |
| 5Y | -35.5% | +82.3% | -117.7% | -67.3% |
| All | +56.1% | +185.6% | -129.6% | -46.6% |
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