-40.4%
REI vs VOO
+81.3%
-121.7%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.6% | +5.3% | +5.3% |
| 7D | +3.3% | -2.0% | +5.3% | +5.4% |
| 30D | +13.1% | -1.7% | +14.8% | +14.9% |
| 3M | +20.2% | +4.7% | +15.4% | +13.5% |
| 6M | +8.4% | +12.6% | -4.2% | -6.9% |
| YTD | +78.2% | +11.8% | +66.4% | +54.4% |
| 1Y | +49.0% | +17.5% | +31.5% | +22.0% |
| 3Y | -19.3% | +77.0% | -96.3% | -58.9% |
| All | -40.4% | +81.3% | -121.7% | -68.1% |
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