+81.2%
REVS vs VOO
+82.8%
-1.6%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.2% |
| 7D | -1.0% | -0.8% | -0.2% | -0.4% |
| 30D | -0.1% | -1.1% | +1.0% | +0.7% |
| 3M | +6.9% | +3.9% | +3.0% | +3.7% |
| 6M | +17.7% | +13.6% | +4.1% | +6.6% |
| YTD | +19.5% | +12.7% | +6.8% | +8.9% |
| 1Y | +23.4% | +17.6% | +5.9% | +8.9% |
| 3Y | +72.5% | +77.3% | -4.8% | +10.2% |
| All | +81.2% | +82.8% | -1.6% | +10.6% |
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