-99.8%
WKSP vs VOO
+325.3%
-425.0%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.1% | -1.0% |
| 7D | -17.9% | -0.8% | -17.1% | -17.2% |
| 30D | -32.0% | -1.1% | -30.9% | -31.1% |
| 3M | -30.2% | +3.9% | -34.1% | -32.5% |
| 6M | -64.6% | +13.6% | -78.2% | -68.2% |
| YTD | -78.4% | +12.7% | -91.1% | -80.5% |
| 1Y | -86.5% | +17.6% | -104.1% | -88.1% |
| 3Y | -98.4% | +77.3% | -175.7% | -99.0% |
| 5Y | -99.2% | +84.1% | -183.3% | -99.5% |
| All | -99.8% | +325.3% | -425.0% | -99.9% |
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