-35.9%
AWX vs VOO
+81.6%
-117.5%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.8% | -2.1% |
| 7D | +0.4% | -0.4% | +0.7% | +0.5% |
| 30D | -6.4% | -1.4% | -5.1% | -6.1% |
| 3M | +3.1% | +3.7% | -0.6% | +2.2% |
| 6M | +1.6% | +13.0% | -11.5% | -1.5% |
| YTD | -2.6% | +12.4% | -15.0% | -5.4% |
| 1Y | +6.5% | +18.6% | -12.1% | +2.0% |
| 3Y | +26.0% | +78.1% | -52.1% | +4.2% |
| 5Y | -35.9% | +82.3% | -118.2% | -45.8% |
| All | -35.9% | +81.6% | -117.5% | -45.8% |
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