+623.1%
RWK vs VOO
+800.4%
-177.4%
-46.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.5% |
| 7D | +2.2% | +2.6% | -0.4% | -0.6% |
| 30D | +4.0% | -2.0% | +6.0% | +6.2% |
| 3M | -2.9% | -2.8% | -0.1% | 0.0% |
| 6M | +7.7% | +2.2% | +5.5% | +4.8% |
| YTD | +17.5% | +11.5% | +6.0% | +3.9% |
| 1Y | +21.1% | +13.5% | +7.7% | +5.1% |
| 3Y | +67.1% | +78.1% | -11.0% | -11.7% |
| 5Y | +62.1% | +73.1% | -11.0% | -11.5% |
| 10Y | +222.9% | +310.7% | -87.8% | -31.4% |
| All | +623.1% | +800.4% | -177.4% | -37.7% |
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