+31.0%
RILYZ vs VOO
+86.8%
-55.8%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.3% | +0.1% |
| 7D | +0.9% | +0.1% | +0.8% | +0.8% |
| 30D | +8.8% | +0.1% | +8.7% | +8.8% |
| 3M | +5.8% | +2.0% | +3.7% | +4.8% |
| 6M | +35.2% | +13.0% | +22.2% | +28.3% |
| YTD | +79.3% | +13.6% | +65.7% | +69.9% |
| 1Y | +84.0% | +20.1% | +63.9% | +70.7% |
| 3Y | +56.1% | +77.6% | -21.4% | +26.3% |
| 5Y | +30.9% | +82.4% | -51.6% | +2.7% |
| All | +31.0% | +86.8% | -55.8% | +2.6% |
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 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