-5.2%
RWTQ vs VOO
+15.3%
-20.5%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | +0.5% |
| 7D | -1.4% | -0.8% | -0.6% | -1.3% |
| 30D | -5.1% | -1.1% | -4.1% | -5.0% |
| 3M | -3.4% | +3.9% | -7.3% | -4.0% |
| 6M | -4.2% | +13.6% | -17.9% | -6.0% |
| YTD | -9.9% | +12.7% | -22.6% | -11.2% |
| All | -5.2% | +15.3% | -20.5% | -6.9% |
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