+111.4%
WSC vs VOO
+339.9%
-228.5%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.4% | +3.1% | +3.1% |
| 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% | -26.0% |
| 6M | -6.1% | +13.0% | -19.1% | -18.4% |
| YTD | +7.1% | +13.6% | -6.4% | -7.4% |
| 1Y | -14.3% | +20.1% | -34.4% | -30.4% |
| 3Y | -51.5% | +77.6% | -129.0% | -74.0% |
| 5Y | -30.4% | +82.4% | -112.9% | -63.7% |
| 10Y | +108.0% | +316.8% | -208.9% | -35.9% |
| All | +111.4% | +339.9% | -228.5% | -34.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling