+154.0%
AWF vs VOO
+806.9%
-652.9%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.3% | -1.7% | -1.0% |
| 7D | -0.6% | -0.9% | +0.4% | -0.2% |
| 30D | +1.3% | -2.3% | +3.7% | +2.4% |
| 3M | -3.6% | -1.2% | -2.4% | -3.1% |
| 6M | -0.8% | +3.3% | -4.1% | -2.4% |
| YTD | -3.8% | +12.3% | -16.1% | -9.0% |
| 1Y | -4.2% | +12.5% | -16.7% | -9.4% |
| 3Y | +27.9% | +79.2% | -51.3% | -3.3% |
| 5Y | +14.9% | +75.7% | -60.7% | -13.2% |
| 10Y | +74.8% | +313.7% | -238.9% | -11.5% |
| All | +154.0% | +806.9% | -652.9% | -11.4% |
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