-9.9%
RCI vs VOO
+80.3%
-90.3%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.7% |
| 7D | -4.1% | -2.0% | -2.1% | -3.3% |
| 30D | +3.2% | -1.7% | +4.9% | +3.9% |
| 3M | -5.6% | +4.7% | -10.3% | -7.4% |
| 6M | -7.6% | +12.6% | -20.1% | -11.9% |
| YTD | -1.6% | +11.8% | -13.4% | -6.1% |
| 1Y | +4.8% | +17.5% | -12.8% | -2.1% |
| 3Y | +3.1% | +77.0% | -73.9% | -20.9% |
| 5Y | -9.9% | +82.6% | -92.5% | -34.8% |
| All | -9.9% | +80.3% | -90.3% | -34.8% |
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