+118.2%
WDCX vs VOO
+10.4%
+107.8%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.5% | +2.4% | +4.8% |
| 7D | +15.0% | -0.4% | +15.4% | +16.3% |
| 30D | +16.6% | -1.4% | +17.9% | +25.9% |
| 3M | -33.8% | +3.7% | -37.5% | -44.3% |
| 6M | +123.8% | +13.0% | +110.7% | +28.4% |
| All | +118.2% | +10.4% | +107.8% | +49.7% |
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 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