+5.3%
RCS vs VOO
+81.6%
-76.3%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -1.0% |
| 7D | -3.2% | -0.4% | -2.9% | -3.1% |
| 30D | -2.7% | -1.4% | -1.3% | -2.1% |
| 3M | -5.2% | +3.7% | -8.9% | -6.8% |
| 6M | -5.0% | +13.0% | -18.0% | -10.4% |
| YTD | -3.0% | +12.4% | -15.5% | -8.3% |
| 1Y | -24.5% | +18.6% | -43.1% | -30.3% |
| 3Y | +21.5% | +78.1% | -56.6% | -9.3% |
| 5Y | +5.3% | +82.3% | -77.0% | -22.6% |
| All | +5.3% | +81.6% | -76.3% | -22.6% |
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