+125.3%
RAFE vs VOO
+162.3%
-37.0%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | +0.2% |
| 7D | -2.4% | -2.0% | -0.4% | -0.7% |
| 30D | -0.1% | -1.7% | +1.5% | +1.3% |
| 3M | +7.3% | +4.7% | +2.6% | +3.1% |
| 6M | +18.1% | +12.6% | +5.6% | +6.6% |
| YTD | +19.2% | +11.8% | +7.4% | +8.1% |
| 1Y | +27.0% | +17.5% | +9.5% | +10.3% |
| 3Y | +74.5% | +77.0% | -2.5% | +5.9% |
| 5Y | +76.4% | +82.6% | -6.2% | +3.6% |
| All | +125.3% | +162.3% | -37.0% | -2.5% |
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