+304.2%
RELL vs VOO
+309.6%
-5.5%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -0.4% | -7.7% | -7.8% |
| 7D | +3.4% | +2.6% | +0.8% | +1.6% |
| 30D | -9.8% | -2.0% | -7.8% | -7.7% |
| 3M | -10.7% | -2.8% | -8.0% | -8.0% |
| 6M | +11.8% | +2.2% | +9.6% | +12.0% |
| YTD | +69.5% | +11.5% | +58.0% | +61.2% |
| 1Y | +76.0% | +13.5% | +62.5% | +65.7% |
| 3Y | +75.9% | +78.1% | -2.2% | +29.6% |
| 5Y | +65.2% | +73.1% | -7.9% | +22.0% |
| All | +304.2% | +309.6% | -5.5% | +122.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling