+60.6%
WKC vs VOO
+803.9%
-743.3%
-65.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.6% | -0.6% |
| 7D | -5.0% | +3.3% | -8.3% | -8.3% |
| 30D | -4.3% | -2.7% | -1.6% | -1.7% |
| 3M | -5.2% | -1.7% | -3.5% | -3.8% |
| 6M | +28.7% | +3.1% | +25.6% | +23.2% |
| YTD | +51.8% | +11.9% | +39.8% | +32.4% |
| 1Y | +47.7% | +12.1% | +35.6% | +28.4% |
| 3Y | +89.4% | +78.6% | +10.8% | -4.2% |
| 5Y | +37.9% | +73.8% | -35.9% | -29.2% |
| 10Y | -0.8% | +312.3% | -313.1% | -80.6% |
| All | +60.6% | +803.9% | -743.3% | -88.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling