-90.2%
REFR vs VOO
+812.0%
-902.2%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.6% | -4.3% | -4.5% |
| 7D | -11.4% | +0.5% | -11.9% | -11.7% |
| 30D | -20.4% | -0.9% | -19.5% | -19.9% |
| 3M | -46.6% | +3.9% | -50.5% | -47.8% |
| 6M | -60.2% | +14.5% | -74.7% | -63.7% |
| YTD | -70.2% | +13.0% | -83.2% | -72.6% |
| 1Y | -70.0% | +19.4% | -89.4% | -73.3% |
| 3Y | -73.1% | +78.9% | -152.0% | -81.8% |
| 5Y | -83.7% | +82.3% | -166.0% | -89.3% |
| 10Y | -86.9% | +314.2% | -401.1% | -95.2% |
| All | -90.2% | +812.0% | -902.2% | -97.6% |
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