+187.8%
REX vs VOO
+325.3%
-137.5%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.1% | -2.1% |
| 7D | +0.4% | -0.8% | +1.2% | +1.2% |
| 30D | -4.8% | -1.1% | -3.7% | -3.8% |
| 3M | -3.2% | +3.9% | -7.1% | -7.3% |
| 6M | +4.9% | +13.6% | -8.7% | -9.7% |
| YTD | +28.8% | +12.7% | +16.1% | +11.8% |
| 1Y | +34.8% | +17.6% | +17.3% | +11.6% |
| 3Y | +107.3% | +77.3% | +30.0% | +6.2% |
| 5Y | +210.2% | +84.1% | +126.0% | +50.6% |
| All | +187.8% | +325.3% | -137.5% | -43.9% |
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 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