+17.4%
RWT vs VOO
+812.0%
-794.5%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.7% | -1.7% |
| 7D | -0.2% | +0.5% | -0.8% | -0.7% |
| 30D | -6.8% | -0.9% | -5.8% | -5.9% |
| 3M | -10.1% | +3.9% | -14.0% | -13.3% |
| 6M | -21.3% | +14.5% | -35.8% | -30.6% |
| YTD | -14.5% | +13.0% | -27.4% | -23.8% |
| 1Y | -20.0% | +19.4% | -39.5% | -32.5% |
| 3Y | -19.1% | +78.9% | -98.0% | -53.0% |
| 5Y | -38.2% | +82.3% | -120.5% | -64.5% |
| 10Y | -23.2% | +314.2% | -337.4% | -77.7% |
| All | +17.4% | +812.0% | -794.5% | -83.9% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling