+128.0%
AWI vs VOO
+75.9%
+52.0%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.6% | -2.1% | -2.1% |
| 7D | -4.7% | -2.0% | -2.8% | -3.0% |
| 30D | -12.8% | -1.7% | -11.2% | -11.5% |
| 3M | +7.1% | +4.7% | +2.4% | +2.7% |
| 6M | -1.8% | +12.6% | -14.4% | -12.1% |
| YTD | -14.3% | +11.8% | -26.1% | -22.9% |
| 1Y | -16.2% | +17.5% | -33.7% | -28.1% |
| All | +128.0% | +75.9% | +52.0% | +27.3% |
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