+133.8%
RAFE vs VOO
+162.7%
-28.9%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.3% |
| 7D | +1.8% | +3.3% | -1.4% | -0.9% |
| 30D | +3.1% | -2.7% | +5.8% | +5.4% |
| 3M | +3.3% | -1.7% | +5.1% | +4.8% |
| 6M | +13.8% | +3.1% | +10.7% | +10.6% |
| YTD | +23.7% | +11.9% | +11.7% | +11.9% |
| 1Y | +25.3% | +12.1% | +13.2% | +13.3% |
| 3Y | +82.3% | +78.6% | +3.7% | +9.6% |
| 5Y | +72.2% | +73.8% | -1.6% | +5.5% |
| All | +133.8% | +162.7% | -28.9% | +0.9% |
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