+991.6%
WDC vs VOO
+81.6%
+910.0%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +1.8% |
| 7D | +7.5% | -0.4% | +7.8% | +8.0% |
| 30D | +10.1% | -1.4% | +11.4% | +12.5% |
| 3M | -6.8% | +3.7% | -10.5% | -11.1% |
| 6M | +84.1% | +13.0% | +71.1% | +55.0% |
| YTD | +180.3% | +12.4% | +167.8% | +139.9% |
| 1Y | +411.1% | +18.6% | +392.5% | +307.6% |
| 3Y | +1,375.0% | +78.1% | +1,296.9% | +584.6% |
| 5Y | +991.6% | +82.3% | +909.3% | +394.1% |
| All | +991.6% | +81.6% | +910.0% | +394.1% |
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