+379.0%
WSBC vs VOO
+817.1%
-438.1%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.4% |
| 7D | +3.2% | +0.1% | +3.1% | +3.1% |
| 30D | -1.0% | +0.1% | -1.1% | -1.1% |
| 3M | +21.9% | +2.0% | +19.9% | +19.0% |
| 6M | +21.6% | +13.0% | +8.6% | +6.7% |
| YTD | +28.3% | +13.6% | +14.7% | +12.0% |
| 1Y | +32.2% | +20.1% | +12.2% | +9.0% |
| 3Y | +82.3% | +77.6% | +4.7% | 0.0% |
| 5Y | +60.3% | +82.4% | -22.2% | -16.0% |
| 10Y | +89.1% | +316.8% | -227.7% | -61.2% |
| All | +379.0% | +817.1% | -438.1% | -73.2% |
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