+111.9%
RAAX vs VOO
+229.9%
-118.0%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -1.0% | -0.5% |
| 7D | -0.3% | -0.8% | +0.4% | 0.0% |
| 30D | +0.3% | -1.1% | +1.3% | +0.8% |
| 3M | +3.2% | +3.9% | -0.7% | +1.2% |
| 6M | -0.1% | +13.6% | -13.8% | -6.4% |
| YTD | +18.8% | +12.7% | +6.0% | +11.7% |
| 1Y | +26.5% | +17.6% | +8.9% | +16.4% |
| 3Y | +71.7% | +77.3% | -5.6% | +27.4% |
| 5Y | +93.8% | +84.1% | +9.7% | +39.7% |
| All | +111.9% | +229.9% | -118.0% | +21.8% |
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