+118.5%
RCS vs VOO
+817.1%
-698.6%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | 0.0% |
| 7D | -1.5% | +0.1% | -1.6% | -1.6% |
| 30D | -0.6% | +0.1% | -0.6% | -0.6% |
| 3M | -4.4% | +2.0% | -6.4% | -5.5% |
| 6M | -7.3% | +13.0% | -20.3% | -13.4% |
| YTD | -1.5% | +13.6% | -15.1% | -8.3% |
| 1Y | -22.3% | +20.1% | -42.4% | -29.9% |
| 3Y | +21.8% | +77.6% | -55.8% | -12.8% |
| 5Y | +5.8% | +82.4% | -76.6% | -26.3% |
| 10Y | +23.2% | +316.8% | -293.6% | -44.3% |
| All | +118.5% | +817.1% | -698.6% | -27.4% |
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 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