-100.0%
WKHS vs VOO
+807.8%
-907.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.2% | -0.3% |
| 7D | -5.5% | -0.4% | -5.2% | -5.3% |
| 30D | -2.8% | -1.4% | -1.5% | -1.7% |
| 3M | -2.8% | +3.7% | -6.6% | -5.8% |
| 6M | -12.0% | +13.0% | -25.0% | -19.7% |
| YTD | -39.5% | +12.4% | -51.9% | -44.3% |
| 1Y | -78.4% | +18.6% | -97.0% | -81.0% |
| 3Y | -99.8% | +78.1% | -177.9% | -99.9% |
| 5Y | -100.0% | +82.3% | -182.3% | -100.0% |
| 10Y | -100.0% | +322.5% | -422.5% | -100.0% |
| All | -100.0% | +807.8% | -907.8% | -100.0% |
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