-66.1%
RWM vs VOO
+309.6%
-375.7%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | -0.1% |
| 7D | -1.4% | +2.6% | -4.0% | +1.5% |
| 30D | -2.1% | -2.0% | -0.1% | -3.8% |
| 3M | +10.1% | -2.8% | +12.9% | +7.4% |
| 6M | +2.9% | +2.2% | +0.8% | +6.5% |
| YTD | -9.8% | +11.5% | -21.3% | +3.8% |
| 1Y | -13.2% | +13.5% | -26.7% | +2.1% |
| 3Y | -35.2% | +78.1% | -113.3% | +32.5% |
| 5Y | -13.4% | +73.1% | -86.6% | +87.7% |
| All | -66.1% | +309.6% | -375.7% | +141.2% |
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