+69.4%
REZI vs VOO
+75.9%
-6.5%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | +0.7% |
| 7D | -3.6% | -2.0% | -1.6% | -0.4% |
| 30D | -22.3% | -1.7% | -20.7% | -20.3% |
| 3M | -9.9% | +4.7% | -14.6% | -16.6% |
| 6M | -22.1% | +12.6% | -34.7% | -36.1% |
| YTD | -23.0% | +11.8% | -34.7% | -35.7% |
| 1Y | -25.3% | +17.5% | -42.8% | -41.9% |
| All | +69.4% | +75.9% | -6.5% | -30.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling