+732.7%
RETL vs VOO
+800.4%
-67.8%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.4% | +1.6% | +2.2% |
| 7D | +4.7% | +2.6% | +2.2% | -2.0% |
| 30D | +20.1% | -2.0% | +22.0% | +27.0% |
| 3M | -0.5% | -2.8% | +2.2% | +7.7% |
| 6M | +33.0% | +2.2% | +30.9% | +25.5% |
| YTD | +1.6% | +11.5% | -9.9% | -23.4% |
| 1Y | +18.0% | +13.5% | +4.5% | -14.9% |
| 3Y | +81.8% | +78.1% | +3.7% | -55.2% |
| 5Y | -81.7% | +73.1% | -154.9% | -93.0% |
| 10Y | -33.6% | +310.7% | -344.3% | -94.1% |
| All | +732.7% | +800.4% | -67.8% | -74.2% |
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 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