+288.2%
WK vs VOO
+325.3%
-37.1%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | -0.1% |
| 7D | -6.1% | -0.8% | -5.4% | -5.3% |
| 30D | +5.6% | -1.1% | +6.6% | +6.9% |
| 3M | +46.3% | +3.9% | +42.4% | +40.0% |
| 6M | +15.5% | +13.6% | +1.9% | -0.4% |
| YTD | -16.7% | +12.7% | -29.4% | -27.5% |
| 1Y | -8.4% | +17.6% | -26.0% | -24.1% |
| 3Y | -35.6% | +77.3% | -113.0% | -66.1% |
| 5Y | -49.8% | +84.1% | -133.9% | -73.8% |
| All | +288.2% | +325.3% | -37.1% | -10.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling