+107.5%
WSC vs VOO
+314.0%
-206.5%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | +0.2% |
| 7D | +1.2% | +0.5% | +0.7% | +0.5% |
| 30D | -18.2% | -0.9% | -17.2% | -17.2% |
| 3M | -25.9% | +3.9% | -29.8% | -29.3% |
| 6M | +3.8% | +14.5% | -10.7% | -12.1% |
| YTD | +6.5% | +13.0% | -6.4% | -8.0% |
| 1Y | -13.2% | +19.4% | -32.6% | -29.9% |
| 3Y | -51.7% | +78.9% | -130.6% | -75.4% |
| 5Y | -29.4% | +82.3% | -111.7% | -64.8% |
| 10Y | +107.5% | +314.2% | -206.7% | -44.2% |
| All | +107.5% | +314.0% | -206.5% | -44.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling