+357.2%
WSBC vs VOO
+798.5%
-441.3%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.3% | -0.1% | -0.1% |
| 7D | +0.1% | +0.1% | 0.0% | -0.1% |
| 30D | +7.8% | -3.3% | +11.1% | +11.3% |
| 3M | -4.5% | -2.4% | -2.1% | -2.4% |
| 6M | +17.6% | +2.6% | +15.0% | +13.8% |
| YTD | +22.5% | +11.3% | +11.2% | +8.8% |
| 1Y | +33.2% | +13.4% | +19.8% | +16.0% |
| 3Y | +82.4% | +80.3% | +2.1% | -1.9% |
| 5Y | +38.3% | +72.7% | -34.4% | -23.3% |
| 10Y | +68.2% | +310.0% | -241.8% | -65.1% |
| All | +357.2% | +798.5% | -441.3% | -73.9% |
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