+350.8%
VAW vs VOO
+807.8%
-457.0%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.5% | -0.4% |
| 7D | -2.4% | -0.4% | -2.1% | -2.1% |
| 30D | -2.8% | -1.4% | -1.4% | -1.4% |
| 3M | +1.4% | +3.7% | -2.4% | -2.5% |
| 6M | +2.5% | +13.0% | -10.5% | -10.0% |
| YTD | +12.3% | +12.4% | -0.2% | -0.8% |
| 1Y | +14.4% | +18.6% | -4.2% | -4.6% |
| 3Y | +35.7% | +78.1% | -42.4% | -27.1% |
| 5Y | +37.4% | +82.3% | -44.8% | -28.4% |
| 10Y | +162.5% | +322.5% | -160.0% | -47.7% |
| All | +350.8% | +807.8% | -457.0% | -65.4% |
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 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