+76.9%
VOO vs AWK
+9.9%
+67.0%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.4% | -0.5% |
| 7D | -0.4% | +0.6% | -1.0% | -0.3% |
| 30D | -1.4% | +4.3% | -5.7% | -1.2% |
| 3M | +3.7% | +12.5% | -8.8% | +4.1% |
| 6M | +13.0% | +3.3% | +9.7% | +13.3% |
| YTD | +12.4% | +9.8% | +2.7% | +12.8% |
| 1Y | +18.6% | +2.9% | +15.7% | +19.1% |
| All | +76.9% | +9.9% | +67.0% | +76.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AWK.
Daily Out/Under-Performance
Portfolio return minus AWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AWK 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 AWK 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