-100.0%
WOK vs VOO
+20.9%
-120.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.8% | +2.1% |
| 7D | -9.9% | +0.1% | -10.0% | -10.1% |
| 30D | -1.4% | +0.1% | -1.5% | -1.8% |
| 3M | -79.6% | +2.0% | -81.6% | -80.0% |
| 6M | -98.2% | +13.0% | -111.3% | -98.5% |
| YTD | -99.0% | +13.6% | -112.6% | -99.2% |
| 1Y | -100.0% | +20.1% | -120.1% | -100.0% |
| All | -100.0% | +20.9% | -120.9% | -100.0% |
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