+314.7%
REZ vs VOO
+817.1%
-502.4%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -0.8% |
| 7D | -1.5% | +0.1% | -1.6% | -1.6% |
| 30D | -3.5% | +0.1% | -3.5% | -3.5% |
| 3M | +4.8% | +2.0% | +2.8% | +2.8% |
| 6M | +4.7% | +13.0% | -8.4% | -5.2% |
| YTD | +13.5% | +13.6% | -0.1% | +2.3% |
| 1Y | +13.1% | +20.1% | -6.9% | -2.5% |
| 3Y | +42.2% | +77.6% | -35.4% | -11.3% |
| 5Y | +14.5% | +82.4% | -68.0% | -30.8% |
| 10Y | +89.5% | +316.8% | -227.3% | -41.5% |
| All | +314.7% | +817.1% | -502.4% | -44.3% |
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