-7.0%
WKC vs VOO
+321.7%
-328.7%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | 0.0% |
| 7D | +0.7% | -2.0% | +2.7% | +2.9% |
| 30D | -4.0% | -1.7% | -2.4% | -2.4% |
| 3M | +13.2% | +4.7% | +8.4% | +7.2% |
| 6M | +52.3% | +12.6% | +39.8% | +32.9% |
| YTD | +53.2% | +11.8% | +41.5% | +34.7% |
| 1Y | +43.5% | +17.5% | +26.0% | +19.0% |
| 3Y | +72.6% | +77.0% | -4.4% | -11.0% |
| 5Y | +22.2% | +82.6% | -60.4% | -40.5% |
| All | -7.0% | +321.7% | -328.7% | -81.9% |
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