-61.3%
REI vs VOO
+802.4%
-863.6%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.6% | +5.3% | +5.4% |
| 7D | +3.3% | -2.0% | +5.3% | +5.6% |
| 30D | +13.1% | -1.7% | +14.8% | +15.0% |
| 3M | +20.2% | +4.7% | +15.4% | +13.1% |
| 6M | +8.4% | +12.6% | -4.2% | -7.6% |
| YTD | +78.2% | +11.8% | +66.4% | +53.2% |
| 1Y | +49.0% | +17.5% | +31.5% | +21.2% |
| 3Y | -19.3% | +77.0% | -96.3% | -58.7% |
| 5Y | -35.4% | +82.6% | -118.0% | -67.7% |
| 10Y | -85.5% | +320.0% | -405.4% | -95.8% |
| All | -61.3% | +802.4% | -863.6% | -88.1% |
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 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