+114.3%
RCS vs VOO
+803.9%
-689.5%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.2% | -1.4% |
| 7D | -0.4% | +3.3% | -3.7% | -2.1% |
| 30D | -0.2% | -2.7% | +2.5% | +1.1% |
| 3M | -3.2% | -1.7% | -1.5% | -2.5% |
| 6M | -7.2% | +3.1% | -10.3% | -9.1% |
| YTD | -3.4% | +11.9% | -15.3% | -9.5% |
| 1Y | -23.3% | +12.1% | -35.4% | -28.2% |
| 3Y | +19.3% | +78.6% | -59.2% | -15.0% |
| 5Y | +5.9% | +73.8% | -67.9% | -24.2% |
| 10Y | +43.7% | +312.3% | -268.6% | -34.8% |
| All | +114.3% | +803.9% | -689.5% | -28.3% |
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