+20.1%
AWF vs VOO
+82.3%
-62.2%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.5% |
| 7D | +0.3% | +0.5% | -0.3% | 0.0% |
| 30D | +0.2% | -0.9% | +1.1% | +0.5% |
| 3M | +1.4% | +3.9% | -2.5% | -0.2% |
| 6M | +2.9% | +14.5% | -11.6% | -2.6% |
| YTD | -0.8% | +13.0% | -13.7% | -5.7% |
| 1Y | -3.9% | +19.4% | -23.3% | -10.7% |
| 3Y | +28.6% | +78.9% | -50.3% | +0.2% |
| 5Y | +20.1% | +82.3% | -62.1% | -8.2% |
| All | +20.1% | +82.3% | -62.2% | -8.2% |
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