-78.9%
WKHS vs VOO
+21.4%
-100.3%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.0% | -4.7% | -5.7% |
| 7D | -0.9% | +0.3% | -1.2% | -1.7% |
| 30D | -7.9% | +0.2% | -8.2% | -8.5% |
| 3M | -12.5% | +2.8% | -15.3% | -17.3% |
| 6M | -9.5% | +14.3% | -23.8% | -26.9% |
| YTD | -38.3% | +14.0% | -52.3% | -49.8% |
| All | -78.9% | +21.4% | -100.3% | -84.6% |
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