+74.5%
RCUS vs VOO
+219.8%
-145.3%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.2% | -1.0% |
| 7D | +1.5% | +0.1% | +1.4% | +1.4% |
| 30D | +7.1% | +0.1% | +7.0% | +7.0% |
| 3M | +20.1% | +2.0% | +18.1% | +17.0% |
| 6M | +30.8% | +13.0% | +17.7% | +11.7% |
| YTD | +24.5% | +13.6% | +10.9% | +5.7% |
| 1Y | +156.6% | +20.1% | +136.5% | +103.8% |
| 3Y | +39.9% | +77.6% | -37.7% | -32.0% |
| 5Y | -11.3% | +82.4% | -93.7% | -57.0% |
| All | +74.5% | +219.8% | -145.3% | -52.2% |
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