-16.7%
REI vs VOO
+75.9%
-92.6%
-65.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.6% | +5.3% | +5.2% |
| 7D | +3.3% | -2.0% | +5.3% | +4.9% |
| 30D | +13.1% | -1.7% | +14.8% | +14.5% |
| 3M | +20.2% | +4.7% | +15.4% | +14.7% |
| 6M | +8.4% | +12.6% | -4.2% | -4.7% |
| YTD | +78.2% | +11.8% | +66.4% | +58.0% |
| 1Y | +49.0% | +17.5% | +31.5% | +25.0% |
| All | -16.7% | +75.9% | -92.6% | -53.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling