-33.1%
RWT vs VOO
+17.3%
-50.4%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.8% | -0.6% | -14.2% | -14.4% |
| 7D | -19.0% | -2.0% | -17.0% | -17.8% |
| 30D | -22.4% | -1.7% | -20.8% | -21.5% |
| 3M | -26.3% | +4.7% | -31.0% | -28.1% |
| 6M | -36.2% | +12.6% | -48.7% | -41.3% |
| YTD | -29.6% | +11.8% | -41.3% | -35.6% |
| 1Y | -33.1% | +17.5% | -50.7% | -39.2% |
| All | -33.1% | +17.3% | -50.4% | -39.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling