+54.9%
REM vs VOO
+798.5%
-743.6%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.3% | -1.2% | -0.8% |
| 7D | +0.2% | +0.1% | +0.1% | 0.0% |
| 30D | -0.5% | -3.3% | +2.8% | +2.2% |
| 3M | -18.9% | -2.4% | -16.5% | -17.4% |
| 6M | -19.9% | +2.6% | -22.5% | -21.8% |
| YTD | -17.1% | +11.3% | -28.4% | -24.4% |
| 1Y | -14.1% | +13.4% | -27.5% | -23.0% |
| 3Y | +8.0% | +80.3% | -72.2% | -34.7% |
| 5Y | -27.9% | +72.7% | -100.6% | -54.8% |
| 10Y | +2.1% | +310.0% | -308.0% | -65.4% |
| All | +54.9% | +798.5% | -743.6% | -70.5% |
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