-87.5%
REFR vs VOO
+325.3%
-412.8%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.6% |
| 7D | -4.9% | -0.8% | -4.1% | -4.4% |
| 30D | -18.8% | -1.1% | -17.7% | -18.2% |
| 3M | -47.3% | +3.9% | -51.2% | -48.5% |
| 6M | -56.7% | +13.6% | -70.3% | -60.2% |
| YTD | -70.2% | +12.7% | -82.9% | -72.5% |
| 1Y | -69.3% | +17.6% | -86.9% | -72.3% |
| 3Y | -72.7% | +77.3% | -150.0% | -81.3% |
| 5Y | -86.5% | +84.1% | -170.6% | -91.1% |
| All | -87.5% | +325.3% | -412.8% | -95.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling