+111.7%
WSC vs VOO
+317.9%
-206.2%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +2.3% | +7.0% | +6.3% |
| 7D | +7.1% | +0.1% | +7.0% | +7.3% |
| 30D | +20.9% | -3.3% | +24.2% | +26.7% |
| 3M | -15.0% | -2.4% | -12.6% | -12.0% |
| 6M | -26.1% | +2.6% | -28.7% | -28.1% |
| YTD | +10.6% | +11.3% | -0.7% | -2.3% |
| 1Y | +14.4% | +13.4% | +0.9% | -1.2% |
| 3Y | -39.9% | +80.3% | -120.2% | -69.7% |
| 5Y | -43.6% | +72.7% | -116.3% | -69.9% |
| 10Y | +111.7% | +310.0% | -198.3% | -41.5% |
| All | +111.7% | +317.9% | -206.2% | -41.5% |
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