-5.9%
MWA vs VOO
+14.7%
-20.5%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.6% | +0.4% | +1.0% |
| 7D | +8.6% | -0.7% | +9.4% | +9.1% |
| 30D | +10.5% | -1.1% | +11.5% | +11.2% |
| 3M | -9.4% | -0.3% | -9.0% | -9.3% |
| 6M | -11.2% | +7.4% | -18.6% | -16.4% |
| YTD | +1.7% | +13.4% | -11.7% | -9.5% |
| 1Y | -5.9% | +14.8% | -20.7% | -17.0% |
| All | -5.9% | +14.7% | -20.5% | -17.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling