+103.2%
AWP vs VOO
+311.2%
-208.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.5% |
| 7D | +0.8% | +3.3% | -2.5% | -1.9% |
| 30D | +5.6% | -2.7% | +8.3% | +7.8% |
| 3M | -6.8% | -1.7% | -5.0% | -5.5% |
| 6M | -5.2% | +3.1% | -8.3% | -8.0% |
| YTD | +1.9% | +11.9% | -10.1% | -7.8% |
| 1Y | +1.9% | +12.1% | -10.2% | -8.0% |
| 3Y | +47.7% | +78.6% | -30.9% | -11.4% |
| 5Y | -4.4% | +73.8% | -78.2% | -41.5% |
| All | +103.2% | +311.2% | -208.0% | -37.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling