+841.6%
AWK vs VOO
+803.9%
+37.8%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.6% |
| 7D | -2.6% | +3.3% | -5.9% | -4.3% |
| 30D | +14.2% | -2.7% | +16.8% | +15.5% |
| 3M | +10.0% | -1.7% | +11.8% | +10.7% |
| 6M | +17.1% | +3.1% | +14.0% | +14.4% |
| YTD | +16.1% | +11.9% | +4.2% | +7.9% |
| 1Y | +17.5% | +12.1% | +5.5% | +9.0% |
| 3Y | +29.3% | +78.6% | -49.2% | -12.4% |
| 5Y | -3.5% | +73.8% | -77.3% | -34.1% |
| 10Y | +152.7% | +312.3% | -159.6% | -1.1% |
| All | +841.6% | +803.9% | +37.8% | +124.5% |
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