+792.4%
AWK vs VOO
+817.1%
-24.7%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.2% | +0.1% |
| 7D | +1.7% | +0.1% | +1.6% | +1.7% |
| 30D | +5.6% | +0.1% | +5.5% | +5.5% |
| 3M | +15.9% | +2.0% | +13.8% | +14.3% |
| 6M | +4.6% | +13.0% | -8.5% | -2.9% |
| YTD | +10.1% | +13.6% | -3.5% | +1.8% |
| 1Y | +2.1% | +20.1% | -18.0% | -8.9% |
| 3Y | +9.8% | +77.6% | -67.7% | -24.9% |
| 5Y | -15.4% | +82.4% | -97.8% | -43.8% |
| 10Y | +129.4% | +316.8% | -187.4% | -10.4% |
| All | +792.4% | +817.1% | -24.7% | +111.8% |
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 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