-50.4%
WSC vs VOO
+77.8%
-128.2%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.4% | +3.1% | +3.3% |
| 7D | -4.1% | +0.1% | -4.2% | -4.2% |
| 30D | -24.5% | +0.1% | -24.6% | -24.6% |
| 3M | -24.3% | +2.0% | -26.3% | -26.7% |
| 6M | -6.1% | +13.0% | -19.1% | -22.6% |
| YTD | +7.1% | +13.6% | -6.4% | -12.3% |
| 1Y | -14.3% | +20.1% | -34.4% | -35.5% |
| All | -50.4% | +77.8% | -128.2% | -75.2% |
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 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