+240.6%
RWR vs VOO
+800.4%
-559.9%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.2% |
| 7D | +0.5% | +2.6% | -2.1% | -1.7% |
| 30D | +6.6% | -2.0% | +8.6% | +8.2% |
| 3M | -1.5% | -2.8% | +1.2% | +0.6% |
| 6M | +3.1% | +2.2% | +0.9% | +0.5% |
| YTD | +16.4% | +11.5% | +4.8% | +4.8% |
| 1Y | +16.7% | +13.5% | +3.2% | +3.4% |
| 3Y | +53.9% | +78.1% | -24.1% | -10.0% |
| 5Y | +15.1% | +73.1% | -58.1% | -31.4% |
| 10Y | +79.1% | +310.7% | -231.7% | -51.7% |
| All | +240.6% | +800.4% | -559.9% | -62.2% |
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 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