+4.9%
RILYZ vs VOO
+83.5%
-78.6%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -0.9% |
| 7D | +0.2% | +2.6% | -2.3% | -0.8% |
| 30D | -9.4% | -2.0% | -7.4% | -8.6% |
| 3M | -16.8% | -2.8% | -14.0% | -15.8% |
| 6M | -11.4% | +2.2% | -13.5% | -12.2% |
| YTD | +43.5% | +11.5% | +32.0% | +37.2% |
| 1Y | +70.6% | +13.5% | +57.1% | +61.9% |
| 3Y | +66.0% | +78.1% | -12.0% | +34.6% |
| 5Y | +3.6% | +73.1% | -69.6% | -17.9% |
| All | +4.9% | +83.5% | -78.6% | -17.2% |
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 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