+25.3%
RELX vs VOO
+81.6%
-56.3%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -1.0% |
| 7D | -2.6% | -0.4% | -2.2% | -2.3% |
| 30D | -3.8% | -1.4% | -2.5% | -3.0% |
| 3M | -1.2% | +3.7% | -4.9% | -3.6% |
| 6M | -1.4% | +13.0% | -14.4% | -9.2% |
| YTD | -12.9% | +12.4% | -25.4% | -19.6% |
| 1Y | -25.4% | +18.6% | -44.0% | -33.6% |
| 3Y | +7.5% | +78.1% | -70.6% | -28.7% |
| 5Y | +25.3% | +82.3% | -57.0% | -19.3% |
| All | +25.3% | +81.6% | -56.3% | -19.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling