-93.5%
WKEY vs VOO
+232.4%
-325.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -1.2% |
| 7D | -0.5% | -0.4% | -0.1% | -0.1% |
| 30D | -4.3% | -1.4% | -2.9% | -3.0% |
| 3M | -15.2% | +3.7% | -18.9% | -17.4% |
| 6M | -16.8% | +13.0% | -29.9% | -23.4% |
| YTD | -20.0% | +12.4% | -32.4% | -25.6% |
| 1Y | +20.3% | +18.6% | +1.7% | +9.0% |
| 3Y | +166.1% | +78.1% | +88.0% | +95.4% |
| 5Y | -85.7% | +82.3% | -167.9% | -89.7% |
| All | -93.5% | +232.4% | -325.9% | -95.7% |
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