-50.2%
RWT vs VOO
+309.6%
-359.8%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.4% | +2.5% | +2.5% |
| 7D | -6.7% | +2.6% | -9.3% | -9.0% |
| 30D | -1.4% | -2.0% | +0.6% | +0.5% |
| 3M | -36.2% | -2.8% | -33.4% | -34.5% |
| 6M | -39.7% | +2.2% | -41.9% | -41.1% |
| YTD | -41.0% | +11.5% | -52.5% | -47.1% |
| 1Y | -35.2% | +13.5% | -48.7% | -42.9% |
| 3Y | -36.5% | +78.1% | -114.5% | -64.0% |
| 5Y | -62.9% | +73.1% | -136.0% | -78.4% |
| All | -50.2% | +309.6% | -359.8% | -85.9% |
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 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