+1.5%
REM vs VOO
+306.9%
-305.4%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.6% | -1.6% |
| 7D | +0.1% | -0.6% | +0.6% | +0.5% |
| 30D | -2.4% | -3.6% | +1.2% | +0.8% |
| 3M | -19.7% | -2.7% | -17.0% | -17.8% |
| 6M | -21.4% | +2.2% | -23.6% | -23.3% |
| YTD | -18.7% | +10.9% | -29.6% | -26.3% |
| 1Y | -15.0% | +11.3% | -26.3% | -23.3% |
| 3Y | +5.2% | +76.9% | -71.7% | -38.9% |
| 5Y | -28.8% | +73.5% | -102.3% | -57.9% |
| 10Y | +1.5% | +307.7% | -306.2% | -68.1% |
| All | +1.5% | +306.9% | -305.4% | -68.1% |
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