+22.4%
REFI vs VOO
+74.0%
-51.7%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.2% | -0.5% |
| 7D | -1.1% | -0.4% | -0.7% | -1.0% |
| 30D | +5.1% | -1.4% | +6.5% | +5.7% |
| 3M | -1.1% | +3.7% | -4.8% | -2.7% |
| 6M | -4.6% | +13.0% | -17.6% | -9.5% |
| YTD | -4.5% | +12.4% | -16.9% | -9.2% |
| 1Y | -5.2% | +18.6% | -23.8% | -11.8% |
| 3Y | +8.4% | +78.1% | -69.6% | -14.4% |
| All | +22.4% | +74.0% | -51.7% | -5.5% |
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