-77.3%
AWRE vs VOO
+325.3%
-402.6%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.5% |
| 7D | -3.9% | -0.8% | -3.2% | -3.5% |
| 30D | +2.5% | -1.1% | +3.6% | +3.1% |
| 3M | -13.5% | +3.9% | -17.4% | -15.1% |
| 6M | -15.9% | +13.6% | -29.5% | -21.5% |
| YTD | -34.1% | +12.7% | -46.8% | -38.3% |
| 1Y | -56.4% | +17.6% | -74.0% | -60.0% |
| 3Y | -14.1% | +77.3% | -91.4% | -35.6% |
| 5Y | -69.6% | +84.1% | -153.7% | -77.7% |
| All | -77.3% | +325.3% | -402.6% | -88.9% |
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 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