+141.0%
REVS vs VOO
+186.5%
-45.6%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.7% | -0.8% |
| 7D | -0.2% | +0.5% | -0.8% | -0.7% |
| 30D | -0.4% | -0.9% | +0.5% | +0.3% |
| 3M | +7.3% | +3.9% | +3.4% | +3.9% |
| 6M | +16.8% | +14.5% | +2.2% | +4.5% |
| YTD | +19.3% | +13.0% | +6.3% | +7.9% |
| 1Y | +24.4% | +19.4% | +4.9% | +7.5% |
| 3Y | +72.3% | +78.9% | -6.5% | +6.5% |
| 5Y | +79.4% | +82.3% | -2.9% | +8.3% |
| All | +141.0% | +186.5% | -45.6% | +0.2% |
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