+4.2%
WK vs VOO
+14.7%
-10.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.6% | 0.0% | +1.6% |
| 7D | +1.6% | -0.7% | +2.4% | +1.6% |
| 30D | +18.6% | -1.1% | +19.7% | +18.6% |
| 3M | +39.2% | -0.3% | +39.6% | +39.1% |
| 6M | +50.7% | +7.4% | +43.4% | +49.5% |
| YTD | -1.1% | +13.4% | -14.5% | -3.0% |
| 1Y | +4.2% | +14.8% | -10.6% | +1.6% |
| All | +4.2% | +14.7% | -10.5% | +1.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling