-1.1%
AWX vs VOO
+800.4%
-801.5%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.2% |
| 7D | +10.6% | +2.6% | +8.0% | +9.6% |
| 30D | +12.8% | -2.0% | +14.8% | +13.7% |
| 3M | +0.7% | -2.8% | +3.5% | +1.8% |
| 6M | +11.5% | +2.2% | +9.3% | +10.5% |
| YTD | +4.8% | +11.5% | -6.7% | +0.2% |
| 1Y | -0.4% | +13.5% | -13.8% | -5.4% |
| 3Y | +36.2% | +78.1% | -41.9% | +5.7% |
| 5Y | -33.8% | +73.1% | -106.9% | -48.5% |
| 10Y | -7.8% | +310.7% | -318.6% | -48.6% |
| All | -1.1% | +800.4% | -801.5% | -52.4% |
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