+5.8%
AWR vs VOO
+81.6%
-75.8%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.3% |
| 7D | 0.0% | -0.4% | +0.4% | +0.1% |
| 30D | +2.6% | -1.4% | +4.0% | +3.0% |
| 3M | +12.2% | +3.7% | +8.5% | +10.8% |
| 6M | +18.2% | +13.0% | +5.1% | +13.4% |
| YTD | +24.2% | +12.4% | +11.8% | +19.3% |
| 1Y | +23.2% | +18.6% | +4.6% | +15.9% |
| 3Y | +15.2% | +78.1% | -62.8% | -11.0% |
| 5Y | +5.8% | +82.3% | -76.5% | -22.0% |
| All | +5.8% | +81.6% | -75.8% | -22.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling