-1.9%
RCTR vs VOO
+19.7%
-21.6%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.3% | -1.1% |
| 7D | +1.2% | +2.6% | -1.4% | -2.3% |
| 30D | -5.9% | -2.0% | -3.9% | -3.3% |
| 3M | -14.4% | -2.8% | -11.7% | -10.9% |
| 6M | -19.2% | +2.2% | -21.4% | -21.6% |
| YTD | -8.5% | +11.5% | -20.0% | -21.3% |
| 1Y | -10.5% | +13.5% | -23.9% | -24.6% |
| All | -1.9% | +19.7% | -21.6% | -23.5% |
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