+68.6%
RA vs VOO
+305.6%
-237.1%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -1.4% |
| 7D | -2.7% | -2.0% | -0.7% | -1.6% |
| 30D | -4.4% | -1.7% | -2.7% | -3.5% |
| 3M | -1.3% | +4.7% | -6.1% | -3.9% |
| 6M | 0.0% | +12.6% | -12.5% | -6.4% |
| YTD | +1.4% | +11.8% | -10.4% | -4.9% |
| 1Y | +0.6% | +17.5% | -16.9% | -8.3% |
| 3Y | +33.1% | +77.0% | -43.9% | -5.6% |
| 5Y | -1.4% | +82.6% | -84.0% | -32.5% |
| All | +68.6% | +305.6% | -237.1% | -22.2% |
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