+22.1%
RWX vs VOO
+79.7%
-57.6%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.3% | -2.3% | -1.6% |
| 7D | -2.6% | -0.9% | -1.7% | -2.2% |
| 30D | +3.7% | -2.3% | +6.1% | +4.7% |
| 3M | -5.8% | -1.2% | -4.6% | -5.4% |
| 6M | -5.6% | +3.3% | -9.0% | -7.2% |
| YTD | -4.3% | +12.3% | -16.7% | -9.5% |
| 1Y | -4.6% | +12.5% | -17.1% | -9.8% |
| All | +22.1% | +79.7% | -57.6% | -21.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling