+1,359.8%
WDC vs VOO
+79.1%
+1,280.7%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.6% | +2.7% | +3.3% |
| 7D | +6.0% | +0.5% | +5.5% | +4.7% |
| 30D | +9.9% | -0.9% | +10.9% | +11.9% |
| 3M | -9.4% | +3.9% | -13.3% | -14.9% |
| 6M | +94.7% | +14.5% | +80.2% | +54.4% |
| YTD | +177.4% | +13.0% | +164.4% | +127.5% |
| 1Y | +412.6% | +19.4% | +393.2% | +286.3% |
| 3Y | +1,359.8% | +78.9% | +1,280.9% | +502.3% |
| All | +1,359.8% | +79.1% | +1,280.7% | +502.3% |
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