+675.4%
RETL vs VOO
+817.1%
-141.7%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.4% | +3.2% | +3.9% |
| 7D | +1.8% | +0.1% | +1.7% | +1.4% |
| 30D | -13.7% | +0.1% | -13.8% | -13.8% |
| 3M | +9.3% | +2.0% | +7.2% | +3.0% |
| 6M | -4.4% | +13.0% | -17.5% | -31.1% |
| YTD | -5.4% | +13.6% | -18.9% | -32.3% |
| 1Y | -16.6% | +20.1% | -36.7% | -48.0% |
| 3Y | +26.9% | +77.6% | -50.7% | -68.2% |
| 5Y | -79.7% | +82.4% | -162.1% | -93.1% |
| 10Y | -43.6% | +316.8% | -360.4% | -95.1% |
| All | +675.4% | +817.1% | -141.7% | -77.2% |
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