+155.8%
RWO vs VOO
+812.0%
-656.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.5% |
| 7D | -0.3% | +0.5% | -0.8% | -0.7% |
| 30D | -2.7% | -0.9% | -1.7% | -2.0% |
| 3M | +3.0% | +3.9% | -0.9% | -0.4% |
| 6M | +4.3% | +14.5% | -10.3% | -6.9% |
| YTD | +11.5% | +13.0% | -1.5% | +0.5% |
| 1Y | +11.9% | +19.4% | -7.5% | -3.7% |
| 3Y | +35.8% | +78.9% | -43.1% | -17.4% |
| 5Y | +8.3% | +82.3% | -73.9% | -35.8% |
| 10Y | +37.8% | +314.2% | -276.4% | -61.6% |
| All | +155.8% | +812.0% | -656.2% | -71.3% |
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