-79.8%
RC vs VOO
+82.3%
-162.1%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | -1.7% |
| 7D | +1.2% | +0.5% | +0.6% | +0.7% |
| 30D | 0.0% | -0.9% | +0.9% | +1.0% |
| 3M | -0.6% | +3.9% | -4.5% | -4.2% |
| 6M | -9.9% | +14.5% | -24.4% | -21.2% |
| YTD | -20.6% | +13.0% | -33.6% | -29.6% |
| 1Y | -59.0% | +19.4% | -78.5% | -65.7% |
| 3Y | -78.4% | +78.9% | -157.3% | -87.7% |
| 5Y | -79.8% | +82.3% | -162.1% | -89.0% |
| All | -79.8% | +82.3% | -162.1% | -89.0% |
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