+7.1%
WSBCO vs VOO
+17.2%
-10.1%
-2.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | -0.3% |
| 7D | -0.6% | -2.0% | +1.4% | -0.6% |
| 30D | +0.2% | -1.7% | +1.9% | +0.3% |
| 3M | +2.2% | +4.7% | -2.5% | +2.0% |
| 6M | +2.2% | +12.6% | -10.4% | +2.4% |
| YTD | +3.1% | +11.8% | -8.6% | +3.4% |
| All | +7.1% | +17.2% | -10.1% | +6.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling