-4.4%
REZI vs VOO
+82.8%
-87.2%
-50.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.6% | +0.2% |
| 7D | -3.9% | -0.8% | -3.1% | -2.7% |
| 30D | -25.7% | -1.1% | -24.6% | -24.6% |
| 3M | -11.9% | +3.9% | -15.8% | -17.1% |
| 6M | -21.0% | +13.6% | -34.6% | -35.3% |
| YTD | -21.8% | +12.7% | -34.5% | -34.8% |
| 1Y | -25.2% | +17.6% | -42.8% | -41.0% |
| 3Y | +72.0% | +77.3% | -5.4% | -24.4% |
| All | -4.4% | +82.8% | -87.2% | -59.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling