+28.7%
RETL vs VOO
+77.0%
-48.3%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.5% | -4.3% | -3.5% |
| 7D | -7.5% | -0.4% | -7.2% | -6.5% |
| 30D | -20.8% | -1.4% | -19.5% | -17.5% |
| 3M | -6.2% | +3.7% | -9.9% | -15.9% |
| 6M | -4.3% | +13.0% | -17.3% | -33.1% |
| YTD | -15.4% | +12.4% | -27.8% | -39.5% |
| 1Y | -25.2% | +18.6% | -43.8% | -53.8% |
| All | +28.7% | +77.0% | -48.3% | -74.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling