+65.5%
RA vs VOO
+304.8%
-239.2%
-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% | +0.7% | +0.5% |
| 7D | -2.2% | +2.6% | -4.8% | -3.5% |
| 30D | +2.9% | -2.0% | +4.8% | +3.9% |
| 3M | -6.0% | -2.8% | -3.2% | -4.6% |
| 6M | -3.2% | +2.2% | -5.3% | -4.5% |
| YTD | -0.4% | +11.5% | -12.0% | -6.6% |
| 1Y | +0.4% | +13.5% | -13.1% | -6.7% |
| 3Y | +31.7% | +78.1% | -46.4% | -7.0% |
| 5Y | -3.1% | +73.1% | -76.3% | -31.4% |
| All | +65.5% | +304.8% | -239.2% | -23.6% |
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