-98.4%
WKSP vs VOO
+75.9%
-174.3%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | -0.6% | -7.2% | -6.9% |
| 7D | -20.4% | -2.0% | -18.4% | -17.8% |
| 30D | -35.2% | -1.7% | -33.5% | -33.3% |
| 3M | -27.2% | +4.7% | -31.9% | -31.7% |
| 6M | -64.8% | +12.6% | -77.4% | -70.0% |
| YTD | -78.4% | +11.8% | -90.1% | -81.5% |
| 1Y | -86.2% | +17.5% | -103.8% | -88.7% |
| All | -98.4% | +75.9% | -174.3% | -99.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling