+70.1%
WLKP vs VOO
+370.2%
-300.0%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.6% |
| 7D | -2.1% | -2.0% | -0.1% | -1.0% |
| 30D | +1.7% | -1.7% | +3.4% | +2.6% |
| 3M | -5.8% | +4.7% | -10.5% | -8.3% |
| 6M | +1.2% | +12.6% | -11.4% | -5.6% |
| YTD | +20.4% | +11.8% | +8.7% | +12.8% |
| 1Y | +7.6% | +17.5% | -9.9% | -2.1% |
| 3Y | +24.7% | +77.0% | -52.3% | -12.0% |
| 5Y | +26.4% | +82.6% | -56.2% | -13.8% |
| 10Y | +99.2% | +320.0% | -220.8% | -23.0% |
| All | +70.1% | +370.2% | -300.0% | -40.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling