+58.6%
RILY vs VOO
+812.0%
-753.4%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.7% |
| 7D | +4.3% | +0.5% | +3.8% | +3.8% |
| 30D | -1.9% | -0.9% | -1.0% | -0.9% |
| 3M | -18.3% | +3.9% | -22.2% | -21.0% |
| 6M | -5.9% | +14.5% | -20.4% | -16.6% |
| YTD | +50.7% | +13.0% | +37.8% | +36.1% |
| 1Y | +37.2% | +19.4% | +17.8% | +18.2% |
| 3Y | -83.5% | +78.9% | -162.4% | -90.2% |
| 5Y | -85.2% | +82.3% | -167.5% | -91.0% |
| 10Y | +12.3% | +314.2% | -302.0% | -54.4% |
| All | +58.6% | +812.0% | -753.4% | -50.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling