+21.8%
WPC vs VOO
+82.6%
-60.8%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.5% | +0.3% |
| 7D | -0.2% | +0.1% | -0.3% | -0.2% |
| 30D | -2.5% | +0.1% | -2.6% | -2.5% |
| 3M | -3.6% | +2.0% | -5.6% | -4.6% |
| 6M | -1.0% | +13.0% | -14.0% | -6.4% |
| YTD | +12.3% | +13.6% | -1.3% | +5.8% |
| 1Y | +11.1% | +20.1% | -9.0% | +1.8% |
| 3Y | +31.4% | +77.6% | -46.1% | -3.1% |
| All | +21.8% | +82.6% | -60.8% | -12.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling