-77.7%
RC vs VOO
+528.5%
-606.2%
-91.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.3% | -2.5% | -2.5% |
| 7D | -7.3% | -0.6% | -6.8% | -6.4% |
| 30D | -22.3% | -3.6% | -18.7% | -19.0% |
| 3M | -45.0% | -2.7% | -42.2% | -43.1% |
| 6M | -45.8% | +2.2% | -48.1% | -46.6% |
| YTD | -52.7% | +10.9% | -63.6% | -56.9% |
| 1Y | -61.7% | +11.3% | -73.0% | -65.1% |
| 3Y | -86.3% | +76.9% | -163.2% | -92.0% |
| 5Y | -89.0% | +73.5% | -162.5% | -93.5% |
| 10Y | -76.5% | +307.7% | -384.2% | -92.2% |
| All | -77.7% | +528.5% | -606.2% | -94.0% |
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 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