+34.8%
RAVI vs VOO
+573.1%
-538.2%
-3.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | 0.0% |
| 7D | +0.1% | -0.4% | +0.5% | +0.1% |
| 30D | +0.4% | -1.4% | +1.8% | +0.4% |
| 3M | +1.0% | +3.7% | -2.7% | +1.0% |
| 6M | +1.9% | +13.0% | -11.1% | +1.8% |
| YTD | +2.6% | +12.4% | -9.9% | +2.5% |
| 1Y | +4.0% | +18.6% | -14.6% | +3.9% |
| 3Y | +16.0% | +78.1% | -62.1% | +15.6% |
| 5Y | +19.8% | +82.3% | -62.4% | +19.4% |
| 10Y | +31.0% | +322.5% | -291.5% | +30.4% |
| All | +34.8% | +573.1% | -538.2% | +34.3% |
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 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