+967.3%
WCN vs VOO
+812.0%
+155.3%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.5% | -0.7% |
| 7D | -0.4% | +0.5% | -1.0% | -0.8% |
| 30D | -2.1% | -0.9% | -1.2% | -1.6% |
| 3M | +6.4% | +3.9% | +2.5% | +3.6% |
| 6M | -3.7% | +14.5% | -18.2% | -12.0% |
| YTD | -6.4% | +13.0% | -19.3% | -13.7% |
| 1Y | -7.9% | +19.4% | -27.4% | -18.3% |
| 3Y | +20.8% | +78.9% | -58.1% | -18.7% |
| 5Y | +29.0% | +82.3% | -53.3% | -15.4% |
| 10Y | +236.4% | +314.2% | -77.9% | +23.9% |
| All | +967.3% | +812.0% | +155.3% | +130.2% |
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