-1.1%
WKC vs VOO
+309.6%
-310.8%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.4% | +2.8% | +2.9% |
| 7D | -0.1% | +2.6% | -2.7% | -2.8% |
| 30D | -2.9% | -2.0% | -0.9% | -1.1% |
| 3M | -3.3% | -2.8% | -0.6% | -0.8% |
| 6M | +32.0% | +2.2% | +29.8% | +27.7% |
| YTD | +55.5% | +11.5% | +44.0% | +36.6% |
| 1Y | +47.7% | +13.5% | +34.2% | +27.1% |
| 3Y | +94.8% | +78.1% | +16.7% | -0.7% |
| 5Y | +41.3% | +73.1% | -31.8% | -26.5% |
| All | -1.1% | +309.6% | -310.8% | -81.0% |
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