+53.8%
RCUS vs VOO
+214.6%
-160.8%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.2% | -0.6% | -7.6% | -7.4% |
| 7D | -13.2% | -2.0% | -11.2% | -10.8% |
| 30D | -9.0% | -1.7% | -7.4% | -6.8% |
| 3M | +18.2% | +4.7% | +13.5% | +11.0% |
| 6M | +6.5% | +12.6% | -6.1% | -8.5% |
| YTD | +9.7% | +11.8% | -2.0% | -4.7% |
| 1Y | +123.1% | +17.5% | +105.6% | +82.6% |
| 3Y | +22.3% | +77.0% | -54.7% | -40.2% |
| 5Y | -19.3% | +82.6% | -101.8% | -60.8% |
| All | +53.8% | +214.6% | -160.8% | -56.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling