+4.4%
WLK vs VOO
+14.7%
-10.2%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.6% | -2.5% | -1.3% |
| 7D | +3.1% | -0.7% | +3.9% | +3.4% |
| 30D | +5.1% | -1.1% | +6.2% | +5.5% |
| 3M | -15.2% | -0.3% | -14.9% | -15.1% |
| 6M | -40.1% | +7.4% | -47.5% | -41.7% |
| YTD | -6.5% | +13.4% | -19.9% | -11.0% |
| 1Y | +4.4% | +14.8% | -10.4% | -2.0% |
| All | +4.4% | +14.7% | -10.2% | -2.0% |
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 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