-52.1%
RES vs VOO
+316.3%
-368.4%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.8% | +0.8% |
| 7D | +1.6% | +0.1% | +1.5% | +1.4% |
| 30D | +13.0% | +0.1% | +13.0% | +12.9% |
| 3M | -9.9% | +2.0% | -11.9% | -11.7% |
| 6M | +7.0% | +13.0% | -6.0% | -6.2% |
| YTD | +21.9% | +13.6% | +8.3% | +6.6% |
| 1Y | +39.1% | +20.1% | +19.1% | +14.9% |
| 3Y | -15.0% | +77.6% | -92.5% | -52.5% |
| 5Y | +78.4% | +82.4% | -4.1% | -3.6% |
| All | -52.1% | +316.3% | -368.4% | -89.6% |
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