-61.7%
RC vs VOO
+543.7%
-605.4%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.2% |
| 7D | -4.4% | +0.1% | -4.5% | -4.4% |
| 30D | +13.6% | +0.1% | +13.6% | +13.7% |
| 3M | +2.3% | +2.0% | +0.3% | +0.4% |
| 6M | -14.4% | +13.0% | -27.5% | -23.9% |
| YTD | -18.8% | +13.6% | -32.3% | -28.1% |
| 1Y | -56.9% | +20.1% | -77.0% | -63.9% |
| 3Y | -78.4% | +77.6% | -156.0% | -87.5% |
| 5Y | -79.7% | +82.4% | -162.1% | -88.6% |
| 10Y | -61.9% | +316.8% | -378.7% | -87.7% |
| All | -61.7% | +543.7% | -605.4% | -89.9% |
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