+1.3%
RILY vs VOO
+325.3%
-324.0%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | -0.8% |
| 7D | -6.1% | -0.8% | -5.3% | -5.1% |
| 30D | -12.6% | -1.1% | -11.5% | -11.2% |
| 3M | -22.0% | +3.9% | -25.9% | -25.4% |
| 6M | -14.7% | +13.6% | -28.4% | -26.9% |
| YTD | +41.3% | +12.7% | +28.6% | +23.2% |
| 1Y | +6.1% | +17.6% | -11.5% | -12.0% |
| 3Y | -84.7% | +77.3% | -162.1% | -92.6% |
| 5Y | -85.6% | +84.1% | -169.7% | -93.0% |
| All | +1.3% | +325.3% | -324.0% | -81.9% |
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