-11.7%
RWX vs VOO
+72.6%
-84.3%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.1% |
| 7D | -0.6% | +2.6% | -3.2% | -2.0% |
| 30D | +3.9% | -2.0% | +5.9% | +4.9% |
| 3M | -5.5% | -2.8% | -2.7% | -4.2% |
| 6M | -3.8% | +2.2% | -6.0% | -5.2% |
| YTD | -4.0% | +11.5% | -15.5% | -9.9% |
| 1Y | -3.1% | +13.5% | -16.6% | -10.0% |
| 3Y | +22.5% | +78.1% | -55.5% | -14.5% |
| All | -11.7% | +72.6% | -84.3% | -38.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling