+766.9%
RWL vs VOO
+803.9%
-36.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.1% |
| 7D | +2.0% | +3.3% | -1.3% | -1.0% |
| 30D | +2.7% | -2.7% | +5.4% | +5.1% |
| 3M | +1.8% | -1.7% | +3.5% | +3.2% |
| 6M | +10.3% | +3.1% | +7.2% | +6.9% |
| YTD | +20.6% | +11.9% | +8.7% | +8.2% |
| 1Y | +22.1% | +12.1% | +10.0% | +9.3% |
| 3Y | +81.3% | +78.6% | +2.7% | +4.2% |
| 5Y | +87.6% | +73.8% | +13.8% | +9.7% |
| 10Y | +282.4% | +312.3% | -29.8% | -4.4% |
| All | +766.9% | +803.9% | -36.9% | -2.4% |
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