-80.7%
RC vs VOO
+309.6%
-390.3%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | -0.4% | -9.5% | -9.5% |
| 7D | -3.5% | +2.6% | -6.1% | -5.9% |
| 30D | -23.4% | -2.0% | -21.4% | -21.3% |
| 3M | -53.6% | -2.8% | -50.8% | -51.8% |
| 6M | -51.1% | +2.2% | -53.3% | -51.9% |
| YTD | -61.6% | +11.5% | -73.1% | -65.7% |
| 1Y | -68.5% | +13.5% | -82.0% | -72.3% |
| 3Y | -88.8% | +78.1% | -166.9% | -94.0% |
| 5Y | -91.1% | +73.1% | -164.2% | -95.0% |
| All | -80.7% | +309.6% | -390.3% | -94.7% |
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