+30.3%
RDFI vs VOO
+140.1%
-109.8%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -1.3% |
| 7D | -1.3% | +3.3% | -4.5% | -2.1% |
| 30D | -0.3% | -2.7% | +2.4% | +0.4% |
| 3M | -7.6% | -1.7% | -5.8% | -7.2% |
| 6M | -6.2% | +3.1% | -9.3% | -7.0% |
| YTD | -4.4% | +11.9% | -16.3% | -7.3% |
| 1Y | -4.3% | +12.1% | -16.3% | -7.2% |
| 3Y | +28.6% | +78.6% | -49.9% | +10.1% |
| 5Y | +4.8% | +73.8% | -69.0% | -10.3% |
| All | +30.3% | +140.1% | -109.8% | +2.6% |
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