+7.1%
RCD vs VOO
+30.9%
-23.9%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -1.0% |
| 7D | -1.9% | -2.0% | +0.1% | -1.6% |
| 30D | +3.1% | -1.7% | +4.8% | +3.3% |
| 3M | +5.7% | +4.7% | +1.0% | +5.0% |
| 6M | +14.9% | +12.6% | +2.4% | +12.9% |
| YTD | +18.6% | +11.8% | +6.8% | +16.6% |
| 1Y | +5.9% | +17.5% | -11.7% | +3.4% |
| All | +7.1% | +30.9% | -23.9% | +2.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling