-64.7%
RES vs VOO
+306.9%
-371.6%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.4% | -0.4% |
| 7D | -12.7% | -0.6% | -12.1% | -12.3% |
| 30D | -12.4% | -3.6% | -8.8% | -9.2% |
| 3M | -15.1% | -2.7% | -12.4% | -12.9% |
| 6M | -22.3% | +2.2% | -24.5% | -24.1% |
| YTD | -2.1% | +10.9% | -13.0% | -12.4% |
| 1Y | -2.8% | +11.3% | -14.2% | -13.4% |
| 3Y | -23.4% | +76.9% | -100.3% | -56.9% |
| 5Y | +9.1% | +73.5% | -64.4% | -37.9% |
| 10Y | -64.7% | +307.7% | -372.4% | -91.3% |
| All | -64.7% | +306.9% | -371.6% | -91.3% |
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