+674.3%
AWR vs VOO
+800.4%
-126.1%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.1% |
| 7D | -1.3% | +2.6% | -3.9% | -2.9% |
| 30D | +7.7% | -2.0% | +9.7% | +8.8% |
| 3M | +0.7% | -2.8% | +3.5% | +2.1% |
| 6M | +16.0% | +2.2% | +13.9% | +13.8% |
| YTD | +25.0% | +11.5% | +13.4% | +15.4% |
| 1Y | +21.5% | +13.5% | +8.0% | +10.9% |
| 3Y | +23.0% | +78.1% | -55.1% | -19.4% |
| 5Y | +6.5% | +73.1% | -66.7% | -29.9% |
| 10Y | +162.5% | +310.7% | -148.2% | -12.3% |
| All | +674.3% | +800.4% | -126.1% | +26.9% |
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 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