-11.1%
WLK vs VOO
+82.8%
-93.9%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.8% | -2.0% | -2.0% |
| 7D | -5.3% | -0.8% | -4.6% | -4.6% |
| 30D | -9.9% | -1.1% | -8.9% | -9.0% |
| 3M | -18.3% | +3.9% | -22.2% | -21.5% |
| 6M | -33.0% | +13.6% | -46.6% | -41.9% |
| YTD | -2.5% | +12.7% | -15.2% | -14.6% |
| 1Y | -18.8% | +17.6% | -36.4% | -31.8% |
| 3Y | -39.3% | +77.3% | -116.6% | -66.7% |
| All | -11.1% | +82.8% | -93.9% | -53.5% |
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