+5.9%
RCS vs VOO
+74.6%
-68.6%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.2% | -1.4% |
| 7D | -0.4% | +3.3% | -3.7% | -1.9% |
| 30D | -0.2% | -2.7% | +2.5% | +0.9% |
| 3M | -3.2% | -1.7% | -1.5% | -2.6% |
| 6M | -7.2% | +3.1% | -10.3% | -8.8% |
| YTD | -3.4% | +11.9% | -15.3% | -8.7% |
| 1Y | -23.3% | +12.1% | -35.4% | -27.6% |
| 3Y | +19.3% | +78.6% | -59.2% | -11.8% |
| 5Y | +5.9% | +73.8% | -67.9% | -21.7% |
| All | +5.9% | +74.6% | -68.6% | -21.7% |
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