-33.6%
RWT vs VOO
+321.7%
-355.3%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.8% | -0.6% | -14.2% | -14.2% |
| 7D | -19.0% | -2.0% | -17.0% | -17.3% |
| 30D | -22.4% | -1.7% | -20.8% | -21.1% |
| 3M | -26.3% | +4.7% | -31.0% | -29.5% |
| 6M | -36.2% | +12.6% | -48.7% | -43.0% |
| YTD | -29.6% | +11.8% | -41.3% | -37.0% |
| 1Y | -33.1% | +17.5% | -50.7% | -43.1% |
| 3Y | -33.4% | +77.0% | -110.4% | -62.0% |
| 5Y | -48.6% | +82.6% | -131.2% | -71.5% |
| All | -33.6% | +321.7% | -355.3% | -80.7% |
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