-48.2%
WSC vs VOO
+67.9%
-116.1%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +0.3% | +5.4% | +5.3% |
| 7D | +2.8% | -2.7% | +5.5% | +6.8% |
| 30D | +11.7% | -5.4% | +17.1% | +20.6% |
| 3M | -26.7% | -4.1% | -22.6% | -22.3% |
| 6M | -18.9% | +0.7% | -19.6% | -19.2% |
| YTD | +1.1% | +8.7% | -7.6% | -8.5% |
| 1Y | -2.3% | +11.0% | -13.2% | -13.6% |
| 3Y | -45.9% | +75.5% | -121.4% | -71.1% |
| All | -48.2% | +67.9% | -116.1% | -70.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling