+567.0%
WDC vs VOO
+72.6%
+494.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.4% | -4.6% | -4.3% |
| 7D | +12.1% | +2.6% | +9.5% | +7.7% |
| 30D | -18.8% | -2.0% | -16.8% | -14.4% |
| 3M | -39.3% | -2.8% | -36.5% | -35.4% |
| 6M | -40.1% | +2.2% | -42.3% | -40.2% |
| YTD | +71.8% | +11.5% | +60.3% | +51.6% |
| 1Y | +88.5% | +13.5% | +75.0% | +62.9% |
| 3Y | +770.0% | +78.1% | +691.9% | +310.8% |
| All | +567.0% | +72.6% | +494.4% | +225.7% |
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