+92.7%
WPC vs VOO
+314.0%
-221.3%
-52.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.8% | +0.7% |
| 7D | +0.6% | +0.5% | 0.0% | +0.2% |
| 30D | -1.7% | -0.9% | -0.8% | -1.1% |
| 3M | -3.3% | +3.9% | -7.2% | -6.3% |
| 6M | -0.2% | +14.5% | -14.7% | -10.1% |
| YTD | +12.6% | +13.0% | -0.4% | +2.2% |
| 1Y | +10.6% | +19.4% | -8.8% | -4.0% |
| 3Y | +34.8% | +78.9% | -44.0% | -16.9% |
| 5Y | +21.2% | +82.3% | -61.0% | -27.8% |
| 10Y | +92.7% | +314.2% | -221.5% | -44.4% |
| All | +92.7% | +314.0% | -221.3% | -44.4% |
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