+15.5%
RCTR vs VOO
+20.6%
-5.1%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | +0.1% |
| 7D | +3.8% | -0.4% | +4.2% | +4.3% |
| 30D | +2.3% | -1.4% | +3.7% | +4.3% |
| 3M | +4.6% | +3.7% | +0.9% | -0.7% |
| 6M | -4.4% | +13.0% | -17.4% | -19.2% |
| YTD | +7.7% | +12.4% | -4.7% | -8.4% |
| 1Y | +14.6% | +18.6% | -4.0% | -8.8% |
| All | +15.5% | +20.6% | -5.1% | -11.0% |
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