+67.0%
AWF vs VOO
+315.3%
-248.3%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.3% |
| 7D | +0.7% | -0.4% | +1.0% | +0.8% |
| 30D | +0.5% | -1.4% | +1.8% | +1.1% |
| 3M | +1.3% | +3.7% | -2.5% | -0.6% |
| 6M | +3.3% | +13.0% | -9.7% | -2.7% |
| YTD | -0.7% | +12.4% | -13.1% | -6.3% |
| 1Y | -3.4% | +18.6% | -22.0% | -11.3% |
| 3Y | +28.7% | +78.1% | -49.3% | -4.3% |
| 5Y | +20.2% | +82.3% | -62.1% | -12.8% |
| 10Y | +67.0% | +322.5% | -255.6% | -19.6% |
| All | +67.0% | +315.3% | -248.3% | -19.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling