+123.8%
WDCX vs VOO
+15.1%
+108.7%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.5% | +2.4% | +4.8% |
| 7D | +15.0% | -0.4% | +15.4% | +16.2% |
| 30D | +16.6% | -1.4% | +17.9% | +25.8% |
| 3M | -33.8% | +3.7% | -37.5% | -44.3% |
| 6M | +123.8% | +13.0% | +110.7% | +30.6% |
| All | +123.8% | +15.1% | +108.7% | +30.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling