+46.4%
RWEM vs VOO
+71.2%
-24.8%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.2% |
| 7D | +2.2% | +2.6% | -0.4% | +0.5% |
| 30D | -6.1% | -2.0% | -4.1% | -4.8% |
| 3M | -10.2% | -2.8% | -7.4% | -8.4% |
| 6M | -9.2% | +2.2% | -11.4% | -10.1% |
| YTD | +9.2% | +11.5% | -2.3% | +2.6% |
| 1Y | +12.6% | +13.5% | -0.9% | +4.6% |
| 3Y | +66.7% | +78.1% | -11.4% | +16.9% |
| All | +46.4% | +71.2% | -24.8% | +4.5% |
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