+348.1%
RELL vs VOO
+312.6%
+35.5%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.3% | +3.1% | +3.5% |
| 7D | +3.2% | -0.9% | +4.1% | +4.6% |
| 30D | -2.6% | -2.3% | -0.3% | -0.1% |
| 3M | 0.0% | -1.2% | +1.1% | +1.8% |
| 6M | +31.4% | +3.3% | +28.1% | +30.6% |
| YTD | +87.9% | +12.3% | +75.6% | +77.7% |
| 1Y | +96.6% | +12.5% | +84.1% | +85.9% |
| 3Y | +95.7% | +79.2% | +16.5% | +43.5% |
| 5Y | +88.0% | +75.7% | +12.3% | +37.8% |
| All | +348.1% | +312.6% | +35.5% | +145.6% |
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