+83.7%
RCI vs VOO
+817.1%
-733.3%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.9% | -1.0% |
| 7D | +2.5% | +0.1% | +2.4% | +2.5% |
| 30D | +10.6% | +0.1% | +10.5% | +10.6% |
| 3M | -0.4% | +2.0% | -2.4% | -1.8% |
| 6M | -5.6% | +13.0% | -18.6% | -12.3% |
| YTD | +1.3% | +13.6% | -12.3% | -6.3% |
| 1Y | +8.5% | +20.1% | -11.6% | -3.0% |
| 3Y | +1.9% | +77.6% | -75.6% | -29.2% |
| 5Y | -11.9% | +82.4% | -94.3% | -40.7% |
| 10Y | +18.7% | +316.8% | -298.2% | -54.5% |
| All | +83.7% | +817.1% | -733.3% | -58.3% |
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