-99.7%
REW vs VOO
+325.3%
-425.0%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.8% | -3.3% | -0.4% |
| 7D | -0.4% | -0.8% | +0.4% | -2.1% |
| 30D | +1.2% | -1.1% | +2.2% | -1.1% |
| 3M | -8.8% | +3.9% | -12.7% | +3.0% |
| 6M | -49.1% | +13.6% | -62.7% | -25.9% |
| YTD | -47.2% | +12.7% | -59.9% | -23.3% |
| 1Y | -53.9% | +17.6% | -71.5% | -24.1% |
| 3Y | -83.7% | +77.3% | -161.1% | -10.1% |
| 5Y | -89.6% | +84.1% | -173.7% | -8.9% |
| All | -99.7% | +325.3% | -425.0% | -76.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling