-63.2%
RC vs VOO
+315.3%
-378.5%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -0.7% |
| 7D | -3.4% | -0.4% | -3.1% | -3.0% |
| 30D | -8.6% | -1.4% | -7.3% | -7.2% |
| 3M | +1.2% | +3.7% | -2.6% | -2.6% |
| 6M | -7.5% | +13.0% | -20.6% | -18.9% |
| YTD | -21.5% | +12.4% | -34.0% | -30.8% |
| 1Y | -58.9% | +18.6% | -77.5% | -65.8% |
| 3Y | -78.6% | +78.1% | -156.7% | -88.5% |
| 5Y | -80.1% | +82.3% | -162.4% | -89.7% |
| 10Y | -63.2% | +322.5% | -385.7% | -90.2% |
| All | -63.2% | +315.3% | -378.5% | -90.2% |
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