+27.9%
AQWA vs VOO
+77.4%
-49.5%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.7% | -0.4% |
| 7D | -2.8% | -0.8% | -2.0% | -2.3% |
| 30D | -6.4% | -1.1% | -5.3% | -5.7% |
| 3M | -1.6% | +3.9% | -5.5% | -4.0% |
| 6M | -4.9% | +13.6% | -18.5% | -12.6% |
| YTD | -1.8% | +12.7% | -14.5% | -9.3% |
| 1Y | -5.0% | +17.6% | -22.5% | -14.6% |
| 3Y | +27.9% | +77.3% | -49.4% | -18.0% |
| All | +27.9% | +77.4% | -49.5% | -18.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling