-68.4%
RWM vs VOO
+317.9%
-386.3%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +2.3% | -5.6% | -0.6% |
| 7D | -1.3% | +0.1% | -1.4% | -0.9% |
| 30D | -1.2% | -3.3% | +2.1% | -4.4% |
| 3M | +7.5% | -2.4% | +9.9% | +5.2% |
| 6M | +1.7% | +2.6% | -0.9% | +5.8% |
| YTD | -11.4% | +11.3% | -22.7% | +1.7% |
| 1Y | -13.0% | +13.4% | -26.5% | +2.3% |
| 3Y | -37.0% | +80.3% | -117.3% | +30.5% |
| 5Y | -14.4% | +72.7% | -87.1% | +85.0% |
| 10Y | -68.4% | +310.0% | -378.5% | +119.1% |
| All | -68.4% | +317.9% | -386.3% | +119.1% |
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