+32.6%
RDFI vs VOO
+137.9%
-105.2%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.3% | -1.6% |
| 7D | +0.2% | -0.6% | +0.8% | +0.3% |
| 30D | +1.1% | -3.6% | +4.8% | +2.1% |
| 3M | -6.1% | -2.7% | -3.4% | -5.5% |
| 6M | -4.9% | +2.2% | -7.1% | -5.5% |
| YTD | -2.7% | +10.9% | -13.6% | -5.4% |
| 1Y | -2.2% | +11.3% | -13.6% | -5.1% |
| 3Y | +31.0% | +76.9% | -45.9% | +12.4% |
| 5Y | +7.4% | +73.5% | -66.1% | -8.0% |
| All | +32.6% | +137.9% | -105.2% | +4.7% |
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