-82.9%
AWRE vs VOO
+309.6%
-392.6%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -0.9% |
| 7D | -4.1% | +2.6% | -6.7% | -5.5% |
| 30D | +1.1% | -2.0% | +3.1% | +2.3% |
| 3M | -23.1% | -2.8% | -20.4% | -21.9% |
| 6M | -25.6% | +2.2% | -27.8% | -26.3% |
| YTD | -49.7% | +11.5% | -61.3% | -52.6% |
| 1Y | -60.4% | +13.5% | -73.9% | -63.0% |
| 3Y | -42.6% | +78.1% | -120.7% | -56.9% |
| 5Y | -71.4% | +73.1% | -144.5% | -78.5% |
| All | -82.9% | +309.6% | -392.6% | -91.6% |
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