+134.8%
MWA vs VOO
+325.3%
-190.4%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.2% | +0.1% |
| 7D | 0.0% | -0.8% | +0.7% | +0.8% |
| 30D | -8.5% | -1.1% | -7.4% | -7.5% |
| 3M | -6.3% | +3.9% | -10.2% | -10.2% |
| 6M | -14.5% | +13.6% | -28.1% | -25.8% |
| YTD | +1.3% | +12.7% | -11.4% | -11.4% |
| 1Y | -5.0% | +17.6% | -22.6% | -20.8% |
| 3Y | +89.6% | +77.3% | +12.2% | +1.3% |
| 5Y | +64.0% | +84.1% | -20.2% | -16.4% |
| All | +134.8% | +325.3% | -190.4% | -58.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling