+113.9%
RAAX vs VOO
+229.1%
-115.3%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.5% |
| 7D | +1.3% | -0.4% | +1.6% | +1.4% |
| 30D | +2.2% | -1.4% | +3.6% | +2.9% |
| 3M | +4.0% | +3.7% | +0.3% | +2.1% |
| 6M | +2.1% | +13.0% | -10.9% | -4.1% |
| YTD | +19.9% | +12.4% | +7.4% | +12.9% |
| 1Y | +29.2% | +18.6% | +10.6% | +18.4% |
| 3Y | +73.8% | +78.1% | -4.2% | +28.7% |
| 5Y | +95.1% | +82.3% | +12.8% | +41.3% |
| All | +113.9% | +229.1% | -115.3% | +23.1% |
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