-68.7%
WKHS vs VOO
+14.7%
-83.3%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.6% | +3.5% | +2.4% |
| 7D | +30.3% | -0.7% | +31.0% | +31.4% |
| 30D | +12.2% | -1.1% | +13.3% | +14.0% |
| 3M | -2.9% | -0.3% | -2.6% | -2.8% |
| 6M | +2.8% | +7.4% | -4.6% | -8.7% |
| YTD | -35.0% | +13.4% | -48.3% | -45.4% |
| 1Y | -68.7% | +14.8% | -83.5% | -72.7% |
| All | -68.7% | +14.7% | -83.3% | -72.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling