+133.8%
RAFE vs VOO
+161.7%
-27.9%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.3% |
| 7D | +2.2% | +2.6% | -0.4% | 0.0% |
| 30D | +2.9% | -2.0% | +4.9% | +4.6% |
| 3M | +2.7% | -2.8% | +5.4% | +5.0% |
| 6M | +13.7% | +2.2% | +11.5% | +11.4% |
| YTD | +23.7% | +11.5% | +12.1% | +12.3% |
| 1Y | +26.7% | +13.5% | +13.2% | +13.3% |
| 3Y | +82.4% | +78.1% | +4.3% | +9.9% |
| 5Y | +72.2% | +73.1% | -1.0% | +5.8% |
| All | +133.8% | +161.7% | -27.9% | +1.2% |
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