+203.8%
RELL vs VOO
+777.9%
-574.1%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.3% | +6.3% | +6.3% |
| 7D | -10.7% | -2.7% | -8.0% | -8.7% |
| 30D | -11.9% | -5.4% | -6.5% | -7.9% |
| 3M | -14.8% | -4.1% | -10.7% | -11.7% |
| 6M | +17.4% | +0.7% | +16.6% | +18.6% |
| YTD | +64.0% | +8.7% | +55.3% | +58.8% |
| 1Y | +73.9% | +11.0% | +63.0% | +66.5% |
| 3Y | +65.6% | +75.5% | -9.8% | +23.4% |
| 5Y | +64.1% | +68.4% | -4.3% | +24.7% |
| 10Y | +288.4% | +315.7% | -27.2% | +87.2% |
| All | +203.8% | +777.9% | -574.1% | -27.8% |
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 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