-99.1%
RZLT vs VOO
+558.9%
-658.0%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.6% | -3.4% | -3.6% |
| 7D | -2.2% | +0.5% | -2.8% | -2.5% |
| 30D | -6.2% | -0.9% | -5.2% | -5.7% |
| 3M | +7.8% | +3.9% | +4.0% | +5.7% |
| 6M | +41.5% | +14.5% | +26.9% | +31.8% |
| YTD | +86.4% | +13.0% | +73.5% | +75.0% |
| 1Y | -44.7% | +19.4% | -64.1% | -50.2% |
| 3Y | +199.3% | +78.9% | +120.5% | +120.8% |
| 5Y | -55.6% | +82.3% | -137.8% | -67.5% |
| 10Y | -90.9% | +314.2% | -405.1% | -95.8% |
| All | -99.1% | +558.9% | -658.0% | -99.6% |
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