+33.5%
RAIL vs VOO
+81.6%
-48.1%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.2% | -0.5% | -7.7% | -7.6% |
| 7D | +0.4% | -0.4% | +0.8% | +0.9% |
| 30D | -14.8% | -1.4% | -13.4% | -13.3% |
| 3M | -19.0% | +3.7% | -22.7% | -22.5% |
| 6M | -46.8% | +13.0% | -59.9% | -54.1% |
| YTD | -39.1% | +12.4% | -51.6% | -46.9% |
| 1Y | -19.6% | +18.6% | -38.2% | -33.6% |
| 3Y | +157.3% | +78.1% | +79.2% | +44.2% |
| 5Y | +33.5% | +82.3% | -48.8% | -21.3% |
| All | +33.5% | +81.6% | -48.1% | -21.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling