-75.8%
RC vs VOO
+308.3%
-384.1%
-91.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +22.4% | +2.3% | +20.0% | +19.8% |
| 7D | -2.8% | +0.1% | -2.9% | -2.5% |
| 30D | -20.0% | -3.3% | -16.7% | -16.5% |
| 3M | -38.7% | -2.4% | -36.3% | -36.6% |
| 6M | -44.2% | +2.6% | -46.8% | -45.4% |
| YTD | -51.3% | +11.3% | -62.6% | -56.3% |
| 1Y | -63.7% | +13.4% | -77.2% | -68.1% |
| 3Y | -85.9% | +80.3% | -166.2% | -92.5% |
| 5Y | -88.8% | +72.7% | -161.5% | -93.8% |
| All | -75.8% | +308.3% | -384.1% | -93.4% |
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