+722.8%
RETL vs VOO
+803.9%
-81.1%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.3% | -5.1% | -4.5% |
| 7D | -1.8% | +3.3% | -5.1% | -9.8% |
| 30D | +19.9% | -2.7% | +22.6% | +29.2% |
| 3M | +0.1% | -1.7% | +1.9% | +5.3% |
| 6M | +26.9% | +3.1% | +23.8% | +16.7% |
| YTD | +0.4% | +11.9% | -11.5% | -25.1% |
| 1Y | +12.5% | +12.1% | +0.4% | -15.9% |
| 3Y | +76.3% | +78.6% | -2.2% | -56.9% |
| 5Y | -81.9% | +73.8% | -155.7% | -93.1% |
| 10Y | -34.4% | +312.3% | -346.6% | -94.2% |
| All | +722.8% | +803.9% | -81.1% | -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 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