+113.1%
WSC vs VOO
+335.0%
-221.9%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.3% | 0.0% | -0.3% |
| 7D | +4.4% | -0.9% | +5.3% | +5.9% |
| 30D | +15.6% | -2.3% | +18.0% | +19.5% |
| 3M | -11.7% | -1.2% | -10.5% | -10.1% |
| 6M | -24.1% | +3.3% | -27.5% | -26.6% |
| YTD | +8.0% | +12.3% | -4.3% | -4.9% |
| 1Y | +13.7% | +12.5% | +1.2% | +0.2% |
| 3Y | -43.9% | +79.2% | -123.1% | -70.1% |
| 5Y | -46.4% | +75.7% | -122.1% | -70.7% |
| 10Y | +106.7% | +313.7% | -207.0% | -35.1% |
| All | +113.1% | +335.0% | -221.9% | -32.7% |
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 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