+39.6%
WCME vs VOO
+35.9%
+3.8%
-15.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.6% |
| 7D | +3.5% | +0.5% | +2.9% | +2.9% |
| 30D | +4.3% | -0.9% | +5.3% | +5.2% |
| 3M | +6.0% | +3.9% | +2.1% | +2.4% |
| 6M | +15.3% | +14.5% | +0.7% | +3.0% |
| YTD | +14.0% | +13.0% | +1.1% | +3.1% |
| 1Y | +18.3% | +19.4% | -1.1% | +3.0% |
| All | +39.6% | +35.9% | +3.8% | +11.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling