+140.6%
WNC vs VOO
+807.8%
-667.3%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.5% | -4.0% | -3.9% |
| 7D | -8.6% | -0.4% | -8.2% | -8.1% |
| 30D | +3.8% | -1.4% | +5.1% | +5.9% |
| 3M | +64.9% | +3.7% | +61.2% | +56.6% |
| 6M | +45.2% | +13.0% | +32.2% | +23.7% |
| YTD | +53.9% | +12.4% | +41.5% | +32.4% |
| 1Y | +18.8% | +18.6% | +0.2% | -4.9% |
| 3Y | -35.1% | +78.1% | -113.1% | -70.0% |
| 5Y | -2.8% | +82.3% | -85.1% | -56.9% |
| 10Y | +19.7% | +322.5% | -302.8% | -87.0% |
| All | +140.6% | +807.8% | -667.3% | -94.9% |
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