+89.3%
REM vs VOO
+817.1%
-727.8%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.8% | +0.8% |
| 7D | 0.0% | +0.1% | -0.1% | 0.0% |
| 30D | +1.0% | +0.1% | +1.0% | +1.0% |
| 3M | +2.1% | +2.0% | +0.1% | +0.3% |
| 6M | -0.6% | +13.0% | -13.6% | -10.4% |
| YTD | +1.3% | +13.6% | -12.3% | -9.1% |
| 1Y | +1.8% | +20.1% | -18.3% | -13.0% |
| 3Y | +17.6% | +77.6% | -59.9% | -27.8% |
| 5Y | -9.0% | +82.4% | -91.4% | -45.4% |
| 10Y | +23.5% | +316.8% | -293.3% | -58.6% |
| All | +89.3% | +817.1% | -727.8% | -64.5% |
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