+57.9%
RWX vs VOO
+806.9%
-749.1%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.3% | -2.3% | -2.0% |
| 7D | -2.6% | -0.9% | -1.7% | -2.1% |
| 30D | +3.7% | -2.3% | +6.1% | +5.3% |
| 3M | -5.8% | -1.2% | -4.6% | -5.2% |
| 6M | -5.6% | +3.3% | -9.0% | -8.1% |
| YTD | -4.3% | +12.3% | -16.7% | -12.1% |
| 1Y | -4.6% | +12.5% | -17.1% | -12.5% |
| 3Y | +22.1% | +79.2% | -57.1% | -21.2% |
| 5Y | -12.0% | +75.7% | -87.7% | -43.0% |
| 10Y | +13.7% | +313.7% | -299.9% | -65.7% |
| All | +57.9% | +806.9% | -749.1% | -80.0% |
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