-85.7%
RILY vs VOO
+80.3%
-166.0%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.6% | -2.5% | -2.1% |
| 7D | -7.3% | -2.0% | -5.3% | -4.2% |
| 30D | -9.5% | -1.7% | -7.8% | -6.8% |
| 3M | -20.9% | +4.7% | -25.7% | -26.1% |
| 6M | -14.5% | +12.6% | -27.1% | -28.2% |
| YTD | +40.9% | +11.8% | +29.1% | +20.6% |
| 1Y | +14.2% | +17.5% | -3.3% | -8.9% |
| 3Y | -84.6% | +77.0% | -161.6% | -93.8% |
| 5Y | -85.7% | +82.6% | -168.2% | -94.0% |
| All | -85.7% | +80.3% | -166.0% | -94.0% |
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