+20.1%
RWT vs VOO
+817.1%
-797.0%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +1.0% |
| 7D | -2.4% | +0.1% | -2.5% | -2.5% |
| 30D | -1.3% | +0.1% | -1.4% | -1.3% |
| 3M | -12.2% | +2.0% | -14.2% | -13.9% |
| 6M | -21.0% | +13.0% | -34.0% | -29.5% |
| YTD | -12.5% | +13.6% | -26.1% | -22.5% |
| 1Y | -17.8% | +20.1% | -37.9% | -31.0% |
| 3Y | -23.1% | +77.6% | -100.7% | -55.0% |
| 5Y | -37.3% | +82.4% | -119.7% | -64.0% |
| 10Y | -22.2% | +316.8% | -339.1% | -77.5% |
| All | +20.1% | +817.1% | -797.0% | -83.6% |
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