+87.6%
MWA vs VOO
+75.9%
+11.7%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.6% | -0.7% |
| 7D | -0.9% | -2.0% | +1.1% | +1.1% |
| 30D | -9.6% | -1.7% | -8.0% | -8.2% |
| 3M | -7.3% | +4.7% | -12.1% | -11.6% |
| 6M | -15.2% | +12.6% | -27.7% | -25.0% |
| YTD | +0.2% | +11.8% | -11.5% | -10.8% |
| 1Y | -3.0% | +17.5% | -20.5% | -18.1% |
| All | +87.6% | +75.9% | +11.7% | +6.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling