+325.7%
AWI vs VOO
+325.3%
+0.5%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | -0.1% |
| 7D | -5.5% | -0.8% | -4.7% | -4.7% |
| 30D | -10.7% | -1.1% | -9.6% | -9.7% |
| 3M | +5.9% | +3.9% | +2.0% | +1.8% |
| 6M | -1.9% | +13.6% | -15.5% | -13.8% |
| YTD | -13.7% | +12.7% | -26.4% | -23.7% |
| 1Y | -17.1% | +17.6% | -34.7% | -29.8% |
| 3Y | +129.6% | +77.3% | +52.2% | +27.6% |
| 5Y | +75.4% | +84.1% | -8.7% | -6.2% |
| All | +325.7% | +325.3% | +0.5% | -2.8% |
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