-52.0%
RES vs VOO
+314.0%
-366.0%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.9% |
| 7D | -0.5% | +0.5% | -1.0% | -1.0% |
| 30D | +11.8% | -0.9% | +12.8% | +12.8% |
| 3M | -7.8% | +3.9% | -11.7% | -11.4% |
| 6M | +7.9% | +14.5% | -6.6% | -6.7% |
| YTD | +22.2% | +13.0% | +9.3% | +7.5% |
| 1Y | +42.2% | +19.4% | +22.8% | +18.0% |
| 3Y | -15.9% | +78.9% | -94.8% | -53.4% |
| 5Y | +85.8% | +82.3% | +3.6% | +0.5% |
| 10Y | -52.0% | +314.2% | -366.2% | -89.5% |
| All | -52.0% | +314.0% | -366.0% | -89.5% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling