+854.5%
AWK vs VOO
+800.4%
+54.1%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.7% | +1.6% |
| 7D | +0.1% | +2.6% | -2.4% | -1.2% |
| 30D | +14.3% | -2.0% | +16.3% | +15.2% |
| 3M | +10.3% | -2.8% | +13.1% | +11.6% |
| 6M | +18.9% | +2.2% | +16.8% | +16.8% |
| YTD | +17.7% | +11.5% | +6.2% | +9.5% |
| 1Y | +16.9% | +13.5% | +3.4% | +7.6% |
| 3Y | +32.2% | +78.1% | -45.9% | -10.4% |
| 5Y | -2.2% | +73.1% | -75.3% | -33.1% |
| 10Y | +156.1% | +310.7% | -154.6% | +0.4% |
| All | +854.5% | +800.4% | +54.1% | +128.0% |
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