+70.3%
RWEM vs VOO
+72.6%
-2.3%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.5% | +2.3% | +2.1% |
| 7D | +3.8% | -0.4% | +4.1% | +4.0% |
| 30D | +5.9% | -1.4% | +7.3% | +6.9% |
| 3M | +11.4% | +3.7% | +7.7% | +9.0% |
| 6M | +25.8% | +13.0% | +12.8% | +17.1% |
| YTD | +27.0% | +12.4% | +14.6% | +18.6% |
| 1Y | +40.8% | +18.6% | +22.2% | +27.1% |
| 3Y | +89.9% | +78.1% | +11.9% | +33.0% |
| All | +70.3% | +72.6% | -2.3% | +20.9% |
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