-25.9%
RETL vs VOO
+17.3%
-43.2%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.6% | -2.0% | -1.0% |
| 7D | -10.4% | -2.0% | -8.5% | -5.5% |
| 30D | -20.3% | -1.7% | -18.6% | -16.5% |
| 3M | -9.2% | +4.7% | -13.9% | -19.8% |
| 6M | -6.1% | +12.6% | -18.6% | -32.8% |
| YTD | -17.6% | +11.8% | -29.4% | -39.5% |
| 1Y | -25.9% | +17.5% | -43.4% | -54.2% |
| All | -25.9% | +17.3% | -43.2% | -54.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling