-14.3%
RES vs VOO
+777.9%
-792.2%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.3% | -5.3% | -5.3% |
| 7D | -13.9% | -2.7% | -11.2% | -11.2% |
| 30D | -10.6% | -5.4% | -5.2% | -4.8% |
| 3M | -9.2% | -4.1% | -5.2% | -5.0% |
| 6M | -27.1% | +0.7% | -27.9% | -28.0% |
| YTD | -0.4% | +8.7% | -9.2% | -10.6% |
| 1Y | +0.5% | +11.0% | -10.5% | -11.9% |
| 3Y | -27.1% | +75.5% | -102.6% | -62.7% |
| 5Y | +9.3% | +68.4% | -59.0% | -41.8% |
| 10Y | -62.9% | +315.7% | -378.6% | -94.2% |
| All | -14.3% | +777.9% | -792.2% | -96.0% |
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