+24.7%
REG vs VOO
+67.9%
-43.2%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.3% | -2.2% | -2.1% |
| 7D | +0.3% | -2.7% | +3.0% | +2.1% |
| 30D | +5.7% | -5.4% | +11.1% | +9.6% |
| 3M | -1.8% | -4.1% | +2.3% | +0.8% |
| 6M | -3.5% | +0.7% | -4.2% | -4.8% |
| YTD | +11.6% | +8.7% | +2.9% | +3.8% |
| 1Y | +13.4% | +11.0% | +2.4% | +3.7% |
| 3Y | +37.9% | +75.5% | -37.6% | -16.4% |
| All | +24.7% | +67.9% | -43.2% | -21.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling