+198.7%
RELL vs VOO
+817.1%
-618.4%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.4% | +2.4% | +2.3% |
| 7D | -2.1% | +0.1% | -2.3% | -2.2% |
| 30D | -17.2% | +0.1% | -17.2% | -17.2% |
| 3M | +0.9% | +2.0% | -1.1% | +0.1% |
| 6M | +41.1% | +13.0% | +28.0% | +31.6% |
| YTD | +61.3% | +13.6% | +47.7% | +50.5% |
| 1Y | +79.9% | +20.1% | +59.8% | +62.6% |
| 3Y | +45.7% | +77.6% | -31.9% | +6.4% |
| 5Y | +111.2% | +82.4% | +28.8% | +52.3% |
| 10Y | +229.4% | +316.8% | -87.4% | +56.5% |
| All | +198.7% | +817.1% | -618.4% | -31.6% |
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 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