+708.2%
RWJ vs VOO
+812.0%
-103.8%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.1% |
| 7D | +0.6% | +0.5% | 0.0% | -0.1% |
| 30D | -2.7% | -0.9% | -1.7% | -1.6% |
| 3M | +6.4% | +3.9% | +2.5% | +1.7% |
| 6M | +20.3% | +14.5% | +5.8% | +3.0% |
| YTD | +24.4% | +13.0% | +11.5% | +8.2% |
| 1Y | +26.0% | +19.4% | +6.6% | +2.9% |
| 3Y | +67.0% | +78.9% | -11.9% | -13.1% |
| 5Y | +65.7% | +82.3% | -16.6% | -15.7% |
| 10Y | +239.1% | +314.2% | -75.2% | -33.3% |
| All | +708.2% | +812.0% | -103.8% | -43.6% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling