-18.7%
REZI vs VOO
+20.9%
-39.6%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.4% | +2.2% | +2.5% |
| 7D | +1.3% | +0.1% | +1.2% | +1.1% |
| 30D | -24.2% | +0.1% | -24.3% | -24.5% |
| 3M | -5.5% | +2.0% | -7.5% | -9.2% |
| 6M | -23.3% | +13.0% | -36.4% | -40.5% |
| YTD | -18.7% | +13.6% | -32.2% | -37.3% |
| 1Y | -18.7% | +20.1% | -38.8% | -42.2% |
| All | -18.7% | +20.9% | -39.6% | -42.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling