+236.7%
RWR vs VOO
+817.1%
-580.4%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.3% | -0.3% |
| 7D | -1.4% | +0.1% | -1.5% | -1.5% |
| 30D | -3.6% | +0.1% | -3.7% | -3.7% |
| 3M | +2.2% | +2.0% | +0.1% | 0.0% |
| 6M | +4.5% | +13.0% | -8.5% | -6.5% |
| YTD | +15.0% | +13.6% | +1.5% | +2.3% |
| 1Y | +15.7% | +20.1% | -4.4% | -2.3% |
| 3Y | +38.5% | +77.6% | -39.1% | -18.5% |
| 5Y | +16.2% | +82.4% | -66.3% | -33.8% |
| 10Y | +57.2% | +316.8% | -259.7% | -58.0% |
| All | +236.7% | +817.1% | -580.4% | -63.1% |
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 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