+24.8%
WCME vs VOO
+34.6%
-9.8%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.4% | -1.4% |
| 7D | +4.7% | +3.3% | +1.5% | +1.5% |
| 30D | -7.7% | -2.7% | -5.0% | -5.1% |
| 3M | -7.6% | -1.7% | -5.9% | -5.8% |
| 6M | -8.2% | +3.1% | -11.4% | -10.2% |
| YTD | +1.9% | +11.9% | -10.0% | -6.8% |
| 1Y | -1.1% | +12.1% | -13.1% | -9.6% |
| All | +24.8% | +34.6% | -9.8% | +0.6% |
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 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