+24.5%
WKC vs VOO
+81.6%
-57.0%
-45.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.0% | +0.9% |
| 7D | +1.3% | -0.4% | +1.6% | +1.5% |
| 30D | -3.9% | -1.4% | -2.5% | -2.9% |
| 3M | +15.1% | +3.7% | +11.4% | +11.6% |
| 6M | +53.2% | +13.0% | +40.1% | +38.4% |
| YTD | +54.2% | +12.4% | +41.8% | +40.0% |
| 1Y | +41.5% | +18.6% | +22.9% | +22.8% |
| 3Y | +73.7% | +78.1% | -4.3% | +7.2% |
| 5Y | +24.5% | +82.3% | -57.7% | -26.5% |
| All | +24.5% | +81.6% | -57.0% | -26.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling