+193.1%
AWP vs VOO
+817.1%
-624.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | 0.0% | 0.0% |
| 7D | -0.9% | +0.1% | -1.0% | -1.0% |
| 30D | -3.5% | +0.1% | -3.6% | -3.6% |
| 3M | +3.7% | +2.0% | +1.7% | +1.7% |
| 6M | -1.1% | +13.0% | -14.1% | -11.0% |
| YTD | +7.9% | +13.6% | -5.7% | -3.4% |
| 1Y | +8.7% | +20.1% | -11.4% | -7.3% |
| 3Y | +40.7% | +77.6% | -36.8% | -14.5% |
| 5Y | -1.4% | +82.4% | -83.9% | -41.7% |
| 10Y | +84.5% | +316.8% | -232.3% | -45.4% |
| All | +193.1% | +817.1% | -624.0% | -57.8% |
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