-11.6%
WDCX vs VOO
+11.4%
-22.9%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.5% | +1.6% | -15.1% | -23.1% |
| 7D | -34.8% | -0.7% | -34.1% | -32.1% |
| 30D | -49.5% | -1.1% | -48.4% | -44.9% |
| 3M | -70.7% | -0.3% | -70.4% | -69.9% |
| 6M | -65.4% | +7.4% | -72.7% | -74.9% |
| All | -11.6% | +11.4% | -22.9% | -41.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling