+110.7%
REZ vs VOO
+311.2%
-200.5%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.6% | -0.7% |
| 7D | -1.1% | +3.3% | -4.4% | -3.4% |
| 30D | +6.6% | -2.7% | +9.2% | +8.4% |
| 3M | +1.1% | -1.7% | +2.9% | +2.1% |
| 6M | +3.7% | +3.1% | +0.6% | +0.6% |
| YTD | +15.3% | +11.9% | +3.3% | +5.0% |
| 1Y | +14.4% | +12.1% | +2.3% | +4.0% |
| 3Y | +57.6% | +78.6% | -21.0% | -1.9% |
| 5Y | +16.1% | +73.8% | -57.7% | -26.7% |
| All | +110.7% | +311.2% | -200.5% | -22.5% |
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