+1,786.8%
WDC vs VOO
+800.4%
+986.3%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.4% | -4.6% | -4.4% |
| 7D | +12.1% | +2.6% | +9.5% | +8.2% |
| 30D | -18.8% | -2.0% | -16.8% | -14.9% |
| 3M | -39.3% | -2.8% | -36.5% | -35.7% |
| 6M | -40.1% | +2.2% | -42.3% | -40.1% |
| YTD | +71.8% | +11.5% | +60.3% | +53.4% |
| 1Y | +88.5% | +13.5% | +75.0% | +65.0% |
| 3Y | +770.0% | +78.1% | +691.9% | +314.0% |
| 5Y | +549.0% | +73.1% | +475.9% | +227.0% |
| 10Y | +650.3% | +310.7% | +339.6% | +21.2% |
| All | +1,786.8% | +800.4% | +986.3% | +9.5% |
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