-45.1%
RETL vs VOO
+325.3%
-370.4%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.8% | +3.3% | +1.5% |
| 7D | -9.3% | -0.8% | -8.6% | -7.0% |
| 30D | -14.5% | -1.1% | -13.4% | -11.4% |
| 3M | -13.6% | +3.9% | -17.4% | -23.4% |
| 6M | +0.8% | +13.6% | -12.9% | -31.7% |
| YTD | -14.2% | +12.7% | -26.9% | -39.9% |
| 1Y | -27.1% | +17.6% | -44.7% | -54.5% |
| 3Y | +30.5% | +77.3% | -46.8% | -73.6% |
| 5Y | -79.8% | +84.1% | -163.9% | -94.6% |
| All | -45.1% | +325.3% | -370.4% | -97.9% |
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