-89.6%
REW vs VOO
+82.8%
-172.4%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.8% | -3.3% | 0.0% |
| 7D | -0.4% | -0.8% | +0.4% | -2.5% |
| 30D | +1.2% | -1.1% | +2.2% | -1.6% |
| 3M | -8.8% | +3.9% | -12.7% | +5.1% |
| 6M | -49.1% | +13.6% | -62.7% | -21.2% |
| YTD | -47.2% | +12.7% | -59.9% | -18.6% |
| 1Y | -53.9% | +17.6% | -71.5% | -17.9% |
| 3Y | -83.7% | +77.3% | -161.1% | +18.5% |
| All | -89.6% | +82.8% | -172.4% | +20.9% |
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