+65.0%
RA vs VOO
+306.3%
-241.3%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.6% | -1.8% |
| 7D | -1.2% | +3.3% | -4.5% | -2.9% |
| 30D | +1.3% | -2.7% | +3.9% | +2.7% |
| 3M | -6.5% | -1.7% | -4.8% | -5.7% |
| 6M | -3.6% | +3.1% | -6.7% | -5.4% |
| YTD | -0.8% | +11.9% | -12.7% | -7.1% |
| 1Y | -1.1% | +12.1% | -13.2% | -7.5% |
| 3Y | +31.5% | +78.6% | -47.1% | -7.2% |
| 5Y | -3.5% | +73.8% | -77.3% | -31.8% |
| All | +65.0% | +306.3% | -241.3% | -24.0% |
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