+626.2%
AWI vs VOO
+817.1%
-190.9%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.8% | +1.9% |
| 7D | -1.0% | +0.1% | -1.1% | -1.1% |
| 30D | -6.9% | +0.1% | -6.9% | -6.9% |
| 3M | +13.7% | +2.0% | +11.7% | +11.1% |
| 6M | +2.6% | +13.0% | -10.4% | -10.3% |
| YTD | -8.8% | +13.6% | -22.3% | -20.7% |
| 1Y | -11.4% | +20.1% | -31.5% | -27.6% |
| 3Y | +131.2% | +77.6% | +53.6% | +22.6% |
| 5Y | +78.8% | +82.4% | -3.6% | -8.3% |
| 10Y | +329.5% | +316.8% | +12.6% | -16.9% |
| All | +626.2% | +817.1% | -190.9% | -53.7% |
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