+67.4%
RELY vs VOO
+14.7%
+52.7%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +1.6% | +5.1% | +4.4% |
| 7D | +11.6% | -0.7% | +12.3% | +12.7% |
| 30D | +18.2% | -1.1% | +19.3% | +20.0% |
| 3M | +9.9% | -0.3% | +10.3% | +10.7% |
| 6M | +13.9% | +7.4% | +6.5% | +3.5% |
| YTD | +96.2% | +13.4% | +82.9% | +64.3% |
| 1Y | +67.4% | +14.8% | +52.6% | +37.2% |
| All | +67.4% | +14.7% | +52.7% | +37.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling