-70.8%
AWRE vs VOO
+72.6%
-143.3%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -0.8% |
| 7D | -4.1% | +2.6% | -6.7% | -6.1% |
| 30D | +1.1% | -2.0% | +3.1% | +2.8% |
| 3M | -23.1% | -2.8% | -20.4% | -21.3% |
| 6M | -25.6% | +2.2% | -27.8% | -26.7% |
| YTD | -49.7% | +11.5% | -61.3% | -53.9% |
| 1Y | -60.4% | +13.5% | -73.9% | -64.2% |
| 3Y | -42.6% | +78.1% | -120.7% | -63.1% |
| All | -70.8% | +72.6% | -143.3% | -81.2% |
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