-95.4%
RCT vs VOO
+38.4%
-133.8%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +1.9% | +2.3% |
| 7D | -6.3% | -0.4% | -6.0% | -6.0% |
| 30D | -4.6% | -1.4% | -3.2% | -2.7% |
| 3M | -63.1% | +3.7% | -66.8% | -66.0% |
| 6M | -77.3% | +13.0% | -90.3% | -82.3% |
| YTD | -86.1% | +12.4% | -98.5% | -89.1% |
| 1Y | -83.8% | +18.6% | -102.4% | -88.5% |
| All | -95.4% | +38.4% | -133.8% | -97.6% |
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