+27.0%
WSBC vs VOO
+11.8%
+15.2%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -0.8% |
| 7D | -0.7% | +3.3% | -4.0% | -2.2% |
| 30D | +4.5% | -2.7% | +7.2% | +5.7% |
| 3M | -8.6% | -1.7% | -6.8% | -7.9% |
| 6M | +17.1% | +3.1% | +14.0% | +14.9% |
| YTD | +19.2% | +11.9% | +7.3% | +10.8% |
| 1Y | +27.0% | +12.1% | +14.9% | +18.1% |
| All | +27.0% | +11.8% | +15.2% | +18.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling