+20.4%
RCI vs VOO
+325.3%
-304.8%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | -0.1% |
| 7D | -2.6% | -0.8% | -1.8% | -2.1% |
| 30D | +2.0% | -1.1% | +3.1% | +2.6% |
| 3M | -5.7% | +3.9% | -9.6% | -7.8% |
| 6M | -6.5% | +13.6% | -20.1% | -13.1% |
| YTD | -1.3% | +12.7% | -14.0% | -8.0% |
| 1Y | +3.5% | +17.6% | -14.0% | -6.0% |
| 3Y | +1.9% | +77.3% | -75.4% | -28.7% |
| 5Y | -9.6% | +84.1% | -93.8% | -39.2% |
| All | +20.4% | +325.3% | -304.8% | -53.4% |
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