+85.3%
AWP vs VOO
+321.7%
-236.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -0.7% |
| 7D | -3.3% | -2.0% | -1.3% | -1.7% |
| 30D | -3.2% | -1.7% | -1.6% | -1.9% |
| 3M | -0.7% | +4.7% | -5.5% | -4.7% |
| 6M | +0.1% | +12.6% | -12.5% | -9.5% |
| YTD | +4.7% | +11.8% | -7.1% | -5.0% |
| 1Y | +4.7% | +17.5% | -12.9% | -9.1% |
| 3Y | +42.0% | +77.0% | -35.0% | -13.9% |
| 5Y | -0.7% | +82.6% | -83.3% | -41.7% |
| All | +85.3% | +321.7% | -236.4% | -41.7% |
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 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