+13.3%
WNC vs VOO
+325.3%
-312.0%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.4% | -1.5% |
| 7D | -12.3% | -0.8% | -11.5% | -11.5% |
| 30D | +0.8% | -1.1% | +1.9% | +2.2% |
| 3M | +41.2% | +3.9% | +37.3% | +35.2% |
| 6M | +41.3% | +13.6% | +27.7% | +23.3% |
| YTD | +48.6% | +12.7% | +35.9% | +31.3% |
| 1Y | +12.4% | +17.6% | -5.2% | -5.2% |
| 3Y | -36.8% | +77.3% | -114.1% | -65.4% |
| 5Y | -0.8% | +84.1% | -84.9% | -47.9% |
| All | +13.3% | +325.3% | -312.0% | -79.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling