-8.4%
AWX vs VOO
+817.1%
-825.5%
-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% | +0.8% | +0.5% |
| 7D | -2.2% | +0.1% | -2.4% | -2.3% |
| 30D | +2.4% | +0.1% | +2.3% | +2.3% |
| 3M | +2.8% | +2.0% | +0.7% | +1.9% |
| 6M | +2.0% | +13.0% | -11.1% | -2.9% |
| YTD | -3.0% | +13.6% | -16.6% | -7.9% |
| 1Y | +5.2% | +20.1% | -14.8% | -2.3% |
| 3Y | +19.7% | +77.6% | -57.8% | -6.9% |
| 5Y | -35.7% | +82.4% | -118.2% | -51.1% |
| 10Y | -11.8% | +316.8% | -328.7% | -51.1% |
| All | -8.4% | +817.1% | -825.5% | -56.3% |
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