-94.5%
WKEY vs VOO
-4.5%
-90.0%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -1.1% |
| 7D | +0.9% | +5.9% | -4.9% | -5.7% |
| 30D | +9.6% | +2.4% | +7.2% | +6.5% |
| 3M | -61.2% | -2.8% | -58.4% | -59.7% |
| 6M | -71.6% | +7.4% | -78.9% | -73.6% |
| YTD | -64.0% | +15.0% | -79.1% | -69.5% |
| 1Y | -56.2% | +19.2% | -75.3% | -64.7% |
| All | -94.5% | -4.5% | -90.0% | -93.8% |
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