-81.0%
RETL vs VOO
+81.6%
-162.6%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.5% | -4.3% | -3.3% |
| 7D | -7.5% | -0.4% | -7.2% | -6.3% |
| 30D | -20.8% | -1.4% | -19.5% | -16.9% |
| 3M | -6.2% | +3.7% | -9.9% | -17.7% |
| 6M | -4.3% | +13.0% | -17.3% | -37.1% |
| YTD | -15.4% | +12.4% | -27.8% | -43.0% |
| 1Y | -25.2% | +18.6% | -43.8% | -57.6% |
| 3Y | +28.9% | +78.1% | -49.1% | -81.0% |
| 5Y | -81.0% | +82.3% | -163.3% | -96.0% |
| All | -81.0% | +81.6% | -162.6% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling