+179.9%
RZLT vs VOO
+75.9%
+104.0%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.6% | +3.3% | +3.3% |
| 7D | -8.1% | -2.0% | -6.2% | -6.4% |
| 30D | -9.7% | -1.7% | -8.1% | -8.3% |
| 3M | +9.4% | +4.7% | +4.7% | +5.2% |
| 6M | +29.9% | +12.6% | +17.4% | +17.6% |
| YTD | +76.7% | +11.8% | +64.9% | +60.7% |
| 1Y | -48.5% | +17.5% | -66.1% | -56.0% |
| All | +179.9% | +75.9% | +104.0% | +111.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling