+654.1%
AWR vs VOO
+810.0%
-156.0%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.8% | -2.0% | -1.7% |
| 7D | -2.3% | -0.8% | -1.5% | -1.9% |
| 30D | -1.1% | -1.1% | 0.0% | -0.4% |
| 3M | +13.2% | +3.9% | +9.3% | +10.3% |
| 6M | +20.1% | +13.6% | +6.5% | +10.1% |
| YTD | +21.7% | +12.7% | +9.0% | +12.0% |
| 1Y | +20.9% | +17.6% | +3.3% | +8.0% |
| 3Y | +12.7% | +77.3% | -64.6% | -25.6% |
| 5Y | +6.5% | +84.1% | -77.6% | -32.9% |
| 10Y | +171.1% | +323.5% | -152.5% | -11.2% |
| All | +654.1% | +810.0% | -156.0% | +23.1% |
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