-69.5%
RWM vs VOO
+314.0%
-383.5%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | -0.2% |
| 7D | -1.4% | +0.5% | -1.9% | -0.8% |
| 30D | +2.7% | -0.9% | +3.6% | +1.7% |
| 3M | -2.9% | +3.9% | -6.8% | +1.6% |
| 6M | -14.2% | +14.5% | -28.7% | +0.9% |
| YTD | -15.4% | +13.0% | -28.3% | -1.7% |
| 1Y | -17.8% | +19.4% | -37.3% | +2.1% |
| 3Y | -33.5% | +78.9% | -112.4% | +36.6% |
| 5Y | -25.0% | +82.3% | -107.2% | +72.0% |
| 10Y | -69.5% | +314.2% | -383.7% | +121.4% |
| All | -69.5% | +314.0% | -383.5% | +121.4% |
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 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