-56.7%
RZLT vs VOO
+82.8%
-139.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.4% | +0.5% |
| 7D | -7.9% | -0.8% | -7.1% | -7.2% |
| 30D | -10.2% | -1.1% | -9.1% | -9.4% |
| 3M | +9.3% | +3.9% | +5.4% | +6.2% |
| 6M | +32.7% | +13.6% | +19.1% | +20.5% |
| YTD | +78.8% | +12.7% | +66.1% | +63.3% |
| 1Y | -47.1% | +17.6% | -64.6% | -54.0% |
| 3Y | +183.2% | +77.3% | +105.9% | +86.1% |
| All | -56.7% | +82.8% | -139.5% | -70.5% |
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 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