+72.7%
RA vs VOO
+312.3%
-239.5%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.1% |
| 7D | -0.9% | +0.1% | -1.0% | -0.9% |
| 30D | -2.1% | +0.1% | -2.2% | -2.2% |
| 3M | +0.8% | +2.0% | -1.2% | -0.4% |
| 6M | -1.4% | +13.0% | -14.5% | -8.0% |
| YTD | +3.9% | +13.6% | -9.7% | -3.4% |
| 1Y | +3.4% | +20.1% | -16.7% | -6.9% |
| 3Y | +37.9% | +77.6% | -39.7% | -2.3% |
| 5Y | +0.8% | +82.4% | -81.6% | -30.8% |
| All | +72.7% | +312.3% | -239.5% | -21.0% |
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 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