-99.3%
WKSP vs VOO
+72.6%
-171.8%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.4% | -2.5% | -2.4% |
| 7D | +25.0% | +2.6% | +22.4% | +20.9% |
| 30D | -8.6% | -2.0% | -6.6% | -5.7% |
| 3M | -50.1% | -2.8% | -47.3% | -47.9% |
| 6M | -62.0% | +2.2% | -64.2% | -62.8% |
| YTD | -84.0% | +11.5% | -95.6% | -85.9% |
| 1Y | -84.2% | +13.5% | -97.7% | -86.3% |
| 3Y | -97.4% | +78.1% | -175.5% | -98.6% |
| All | -99.3% | +72.6% | -171.8% | -99.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling