+102.0%
REMX vs VOO
+321.7%
-219.7%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.6% | -4.5% | -4.4% |
| 7D | -4.7% | -2.0% | -2.8% | -2.4% |
| 30D | -5.6% | -1.7% | -3.9% | -3.7% |
| 3M | -14.9% | +4.7% | -19.7% | -19.1% |
| 6M | -24.9% | +12.6% | -37.5% | -33.9% |
| YTD | -2.0% | +11.8% | -13.8% | -12.7% |
| 1Y | +28.6% | +17.5% | +11.0% | +8.3% |
| 3Y | +7.4% | +77.0% | -69.6% | -44.1% |
| 5Y | -31.1% | +82.6% | -113.7% | -64.7% |
| All | +102.0% | +321.7% | -219.7% | -53.9% |
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