+40.0%
RCUS vs VOO
+79.7%
-39.8%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.6% | -1.4% |
| 7D | -2.6% | -0.9% | -1.7% | -1.0% |
| 30D | -22.8% | -2.3% | -20.4% | -19.8% |
| 3M | -34.6% | -1.2% | -33.4% | -33.4% |
| 6M | -24.4% | +3.3% | -27.7% | -28.3% |
| YTD | -21.1% | +12.3% | -33.4% | -34.4% |
| 1Y | -7.3% | +12.5% | -19.8% | -23.0% |
| All | +40.0% | +79.7% | -39.8% | -52.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling